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Investment Counsel's Philosophy


As "investment counsel" managing personal portfolios, we follow the philosophy described by Benjamin Graham in his classic treatise, The Intelligent Investor:

"The leading investment counsel firms make no claim to being brilliant: they do pride themselves on being careful, conservative, and competent. Their primary aim is to conserve the principal value over the years and produce a conservatively acceptable rate of income.  .  .  . Perhaps their chief value to their clients lies in shielding them from costly mistakes."

We call our services personal portfolio management. Our investment process addresses individual client needs.



"Investment counsel" is an investment adviser who, in layman's terms, focuses on creating and managing portfolios tailored to the needs of individual clients.  The Investment Advisers Act of 1940 governs the regulation of investment advisers.