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Individuals & Families

Planning That Sustains Your Success for Generations

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Confidence in your investment partner brings you more than peace of mind, it gives you the time to focus on the rest of your life.

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Insight that Goes Beyond the Numbers

Your vision for the future is unique to you. It’s our job to act on it.

Rigorous analysis and thoughtful strategy are necessary to craft a strong investment portfolio. But our commitment to your success goes even further — we take the time to understand the unique dynamics of your life and family, building a relationship that can span generations. Your wealth should support not just today’s ambitions, but the legacy you want to create for the future. Getting there takes a partner who understands what you’re working toward.

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A Differentiated Approach

We don’t prescribe solutions without first understanding your goals. Our Investment Philosophy is designed to be responsive to your unique needs.

A Direct Relationship

You and your family would work directly with a portfolio manager who is responsible for truly tailoring an investment portfolio to your unique goals.

Commitment to Quality

A focus on high-quality investments that aims to achieve longer-term growth of capital and helps to avoid permanent impairment of capital.

Actively Managed Portfolios

Active management and opportunistic diversification across asset classes, sectors, and styles with low correlations to optimize returns while minimizing risk.

Transparency & Flexibility

Use of individual securities to build the core equity and fixed income portfolios allows for greater transparency, increased risk management, lower costs, and a closer adherence to your investment objectives.

Proprietary, Fundamental Research

Proprietary, fundamental research and independent thinking help avoid the pitfalls of crowd psychology and conflicts of interest that plague the investment industry.

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Higher Confidence, Greater Freedom

We deliver high-touch, personalized service to address your needs quickly and strategically. Confidence in your manager gives you the freedom to focus on living life to the fullest.

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Your 1919 Team

As a fiduciary, our team’s commitment is to serve our clients, not their own bottom line. You work with seasoned investment experts dedicated to your success, supported by a nationwide network of professionals.

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you here?

What Brings You Here?

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Find trusted counsel for every aspect of your financial life, and for generations to come. Reach out to start the dialogue.

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1919 Investment Counsel, LLC is a wholly owned subsidiary of Stifel Financial Corp

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