Non-Discretionary Consulting Services In A Conflict-Free Environment
Institutional clients, whether small or large, have unique charactereristics that may require a somewhat different approach than working with individuals. Portfolio construction and diversification may be different due to tax considerations and size of the investment account. Institutional clients often prefer a highly consultive approach.
Johnston Investment Counsel specializes in working with smaller-sized institutional clients. Our institutional clients have included corporations, defined benefit and contribution funds, endowments and foundations, hospitals and other not-for-profits. Our investment consulting services are offered on either a project basis or full-service retainer.