Johnston Investment Counsel offers four main services:

Investment Consulting

Johnston Investment Counsel's investment consulting practice makes recommendations regarding all aspects of a client's investment portfolio including asset allocation, portfolio diversification and structure, manager search and selection, and performance measurement. Consulting services are non-discretionary (Johnston Investment Counsel does not have authority to initiate transactions). Johnston Investment Counsel's consulting practice primarily focuses on institutional accounts (corporate, government, endowment / foundation, healthcare, Taft-Hartley funds), but we have served individuals as well. Consulting services are offered either on a per-project or retainer basis, depending on the specific needs of each client.

Investment Management

Johnston Investment Counsel also has several different discretionary investment strategies ranging from very conservative to 100% stock portfolios. Johnston Investment Counsel's investment management services can be used for a small portion of a client's portfolio or for a client's entire investment portfolio.

Financial Planning

Johnston Investment Counsel provides the full range of financial planning services such as education and retirement planning, IRA and company sponsored distribution strategies, investment and estate analysis, and insurance overviews. Johnston Investment Counsel can provide either a complete financial plan or work on a per project basis.

Retirement Plans

Johnston Investment Counsel understands that, as a small business, you have other things to worry about than the details of operating a retirement plan. Retirement plans can be complex and confusing, but they can provide enormous tax-advantaged benefits. The importance of a well-designed and managed retirement plan is critical. Johnston Investment Counsel assists clients in designing and managing highly effective and cost efficient retirement plans.

 

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