Different Investment Strategies To Meet Your Individual Needs
Comprehensive Wealth Management
This strategy is for the client who wants Johnston Investment Counsel to provide both comprehensive financial planning and ongoing investment management services for their total portfolio. We integrate each of your various accounts into a consolidated, cohesive, and tax-efficient strategy and manage your assets using our comprehensive portfolio management approach.
Comprehensive Portfolio Management
For the client that does not need or want comprehensive financial planning services. Johnston Investment Counsel will manage your assets using our comprehensive portfolio management approach.
Risk Controlled Portfolio Management
In order to make their financial plans successful, many clients need to allocate a significant portion of their portfolio to stocks. However, they are very concerned about the short-term volatility associated with stocks. Johnston Investment Counsel’s risk controlled portfolio management strategy is designed to put a “floor” on a client’s downside return. This strategy does not eliminate a portfolio’s downside risk (the cost to do so would be prohibitive) but to limit the the potential downside.
Index Plus Portfolio Management
Are you attracted to index funds’ low cost and tax efficiency? Johnston Investment Counsel’s index plus strategy uses low-cost index funds and/or exchange traded funds to provide low-cost (but high quality) market exposure. We then overlay our style rotation approach in an effort to enhance returns. This strategy may be used for your total portfolio as well as a portion of your portfolio.
Individual Stock Management
Johnston Investment Counsel’s individual stock management process identifies companies that exhibit attractive growth, profitability, and dividend characteristics but are selling for attractive valuations.
Enhanced Cash Management
Are you seeking higher returns than the typical money market account can deliver? Johnston Investment Counsel’s enhanced cash management strategy may be right for you if you require a high degree of principal stability and liquidity but seek somewhat higher returns than a money market or certificate of deposit.