Johnson Investment Counsel
Johnson Investment Counsel is one of the country's largest independent wealth management firms. Founded in 1965 by Tim Johnson as an investment management firm, Johnson Investment Counsel has steadily grown to become Ohio's largest RIA, with more than $17 billion in assets and serving clients in 49 states. Through Johnson Wealth Management, Johnson Trust Company, Johnson Family Office Services, and Johnson Investment Management, the company serves individuals, corporations, retirement plans, foundations, and endowments. The firm’s diversified, high-quality investment strategies and wealth management services are designed to set you on a path for long-term success.
ABOUT JOHNSON INVESTMENT COUNSEL
Integrated Services. Customized experiences — they offer the full-scope of wealth management services to serve your unique needs.
Employee-owned. No external shareholders. Johnson is employee-owned and solely focused on clients.
Continuity of Service. Employees stay for decades and often their entire careers, building trust and lasting partnerships with clients.
Highly Credentialed. Respected industry credentials such as CFA designation or the CFP certification.
DIVISIONS
Wealth Management. Personalized and integrated approach to wealth management designed to optimize your resources, so your wealth can groiw and endure over time.
Family Office. Works with ultra-high net worth families to fine-tune the ways your wealth is invested and preserved for generations.
Trust Company. Align your estate plan with your values so the vision you have for your wealth can be achieved.
Asset Management. Deliver superior results and provide solutions to meet the unique needs and requirements of institutional clients.
Mutual Funds. Provide immediate diversification and professional management for accounts with minimum investment of $2,000.
RECENT RECOGNITION
2023 Barron's Top 100 Independent Financial Advisors
2023 Financial Times Top 300 Registered Investment Advisors
2023 The WealthManagement.com Top 100 RIAs
2021 Refinitiv Lipper Fund Award for "Best Fund Over 5 Years" for Johnson Equity Income Fund
2021 Refinitiv Lipper Fund Award for "Best Fund Over 3 Years" and "Best Fund Over 5 Years" for Johnson Institutional Intermediate Bond Fund