1919 Investment Counsel
1919 Investment Counsel is a prominent registered investment advisor that aims to provide tailored investment counsel that helps families, individuals, and institutions achieve their financial goals. 1919 seeks to consistently deliver an extraordinary client experience through its independent thinking, expertise, and personalized service that helps build, preserve, and manage wealth for clients now and for generations to come. The firm has offices across the country in Baltimore, Birmingham, Cincinnati, New York, Philadelphia, San Francisco, and Vero Beach.
1919 Investment Counsel caters to high-net-worth individuals, families, endowments, foundations, and institutions.
Founded as Scudder, Stevens & Clark in Boston, 1919 pioneered the concept of investment counsel in the U.S.
In 2014, it rebranded as 1919 Investment Counsel, emphasizing its century-long commitment to client-first fiduciary principles.
1919 SOLUTIONS
Financial and Estate plans provide the framework for your overall investment strategy.
Strategic Asset Allocation.
Through the planning process, your dedicated team will seek to understand your situation and ensure that your asset allocation is aligned with those long term goals and objectives.
1919 Portfolio Management teams ensure that your portfolio reflects your uniqueness, and is aligned with your broader aspirations and financial goals.
Proprietary Research.
The firm employs career professionals in equity, fixed income and responsible investing research analysts whose recommendations are used by our portfolio management teams.
Responsible Investing.
The firm works with you to create a customized investment solution that aligns your financial success with your values and mission.
Women & Wealth.
The firm is positioned to deliver exceptional value to female clients who face a multitude of distinct circumstances.
Family Office Services.
The firm helps clients preserve and grow their wealth through tailored investment counsel that is aligned with their family’s values and desired legacy.