Investment Management Services

Johnston Investment Counsel offers several different investment management strategies -- to meet the unique needs of its clients. These services include:

Comprehensive Portfolio Management

Johnston Investment Counsel's comprehensive portfolio management investment strategy is typically integrated with our financial planning services. Since Johnston Investment Counsel has a complete understanding of a client's financial situation, Johnston Investment Counsel's goal is to implement its investment strategies in as tax efficient way as possible. This strategy is designed for a client's total portfolio.

Index Plus Portfolio Management

Johnston Investment Counsel's index plus investment strategy provides the benefits of index funds (low cost, tax efficiency), but still offers return enhancement by using Johnston Investment Counsel's style rotation. This strategy is appropriate for a portion of a client's portfolio and, in certain circumstances, may be appropriate for a client's total portfolio.

Individual Stock Management

Using Johnston Investment Counsel's composite stock ranking system, in addition to qualitative analysis, Johnston Investment Counsel creates a portfolio of individual stocks that exhibit attractive valuation, growth, profitability and dividend characteristics and whose future return potential, we believe, is attractive. This strategy is appropriate for a portion of a client's portfolio and, in certain circumstances, may be appropriate for a client's total portfolio.

Enhanced Cash Management

This strategy is designed for client's that maintain a "base level" of cash and are seeking to achieve higher than money-market returns.