How We Select Securities
Through our stringent selection process and our focus on long-term value, our disciplined approach
to portfolio management has created high-quality portfolios that are diversified and customized.
Diligent Research, Vigilant Management
Investment fads come and go. Bubbles pop. Our disciplined approach to managing portfolios has been refined and tested over time.We will build, monitor, and maintain your customized, diversified, and high quality portfolio through:
Customized, individualized portfolios
Vigilant monitoring and rebalancing as necessary
Focus on Long-Term Value
Slow and steady wins the race. Our traditional, twofold approach to investing is designed to create balanced portfolios that outperform the market by:
Helping to preserve purchasing power of principal and income
Focusing on consistent, long-term growth
We don’t chase quarterly benchmarks or speculative issues. We invest in high-quality stocks and bonds with a focus on returns. We tend to hold onto these securities for extended periods, which reduces turnover and creates tax-efficient portfolios.
Stringent Selection Process
Investment Counsel’s proprietary research models focus on micro factors rather than trying to predict overall market trends. Our stringent tenets produce a short list of acceptable investment vehicles that have been thoroughly vetted for:
“Photography by Paquette”