Our Approach
At 1919 Investment Counsel, LLC, the first step is for our portfolio managers to work with your investment committee to gain an understanding of your institution’s financial situation, including long-term goals and short-term needs. Then we create and implement an investment plan customized to reflect your unique circumstances. Periodic review of your institution’s financial situation enables us to make sure your plan evolves as you do.
Average 28 Years Experience
Enjoy fully customized solutions with responsive service. Our portfolio managers average 28 years of experience attending to investments as well as client service.
Investment Process
We adhere to a disciplined investment process that relies on proprietary, independent research from our own analysts and the collective expertise of our portfolio managers.
Comprehensive Investment Counsel
Our core capabilities are investments in large- and mid-cap equities and domestic fixed income. In addition, we offer access to an array of premier investment managers in varied disciplines with diverse asset class specialties. We can accommodate your specific needs, offering asset strategy allocation and investment policy consulting for all or part of your portfolios.