1919 Investment Counsel
1919 Investment Counsel is a registered investment advisor that provides counsel and insight that helps families, individuals, and institutions achieve their financial goals. It seeks to consistently provide clarity and tailored solutions that build, preserve and manage wealth. It creates and implements an investment plan customized to reflect each client's unique circumstances. It offers asset strategy allocation and investment policy consulting for all or part of your portfolios.
SOLUTIONS AND STRENGTHS
- Financial and Estate Planning
- Strategic Asset Allocation
- Portfolio Management
- Proprietary Research
- Next Generation Strategies
- Responsible Investing
- Family Office Services
- Women and Wealth
Assets under management: $19.3 billion (as of June 30, 2021)