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.

Security Selection at Investment Counsel, Inc.

Investment Counsel, Inc

Chris Walker

How do we select and monitor the securities in your portfolio?

Chris Walker, President of ICI, explains our security selection process, and how we monitor
securities once they’re in your portfolio.

Since 1929, our clients have relied on Investment Counsel for our:

  • Diligent Research

  • Vigilant Management

  • Focus on Long-Term Value

  • Stringent Security Selection Process

Diligent Research, Vigilant Management

Investment fads come and go. Bubbles pop. Why has Investment Counsel succeeded for more than 90 years? 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:

  • Diligent research

  • High-quality securities

  • 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:

  • Strong financials

  • Competitive advantages

  • Tested management

  • Attractive valuations

 “Photography by Paquette” 

Established 1929

Investment Counsel, Inc.

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© 2020 Investment Counsel, Inc. by Red Pin Local

320 Howard St. #200

Petoskey, MI  49770

Tel: (800) 689-7897