Investment Management Services

The results of Johnston Investment Counsel's financial planning work is integrated into an appropriate asset allocation. Johnston Investment Counsel implements the asset allocation strategy in as tax efficient way as possible by considering how to allocate assets between a client's tax-deferred, tax free, and taxable accounts. Johnston Investment Counsel then provides ongoing portfolio management using our style rotation and individual stock approach (where appropriate).

Johnston Investment Counsel's comprehensive portfolio management service (CPM) is designed to meet a client's total investment needs. Johnston Investment Counsel's CPM service includes:

• Asset allocation development.
• Portfolio construction and diversification strategies. Allocating client assets in as tax-efficient way as possible. Using a variety of investment styles, as well as active and index fund management.
• Ongoing portfolio management incorporating Johnston Investment Counsel's investment style research as well as its individual stock and index plus research.
• Using Johnston Investment Counsel's manager research capabilities to select investment vehicles that consistently outperform their benchmarks.
• Ongoing communication with respect to Johnston Investment Counsel's outlook and performance results.

To learn more about Johnston Investment Counsel's comprehensive portfolio management services download our "marketing one pager". Or, receive a more detailed presentation on Johnston Investment Counsel's Comprehensive Portfolio Management services.

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