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Marilee B

Series 65

Kalamazoo, MI

Long Road Investment Counsel, LLC

Marilee Bartl is a financial advisor at Long Road Investment Counsel, LLC with 12 years of industry experience. She holds a Series 65 designation and previously worked at Norris, Perne & French, LLP for six years. Long Road Investment Counsel provides discretionary investment management to individuals, trusts, estates, and charitable institutions, managing approximately $316 million across about three dozen client relationships. The firm employs an active, fundamentally driven, long-term growth strategy focused on equity securities of industry-leading companies and investment-grade fixed income with relatively short maturities.

Active portfolio management
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Charles W

CFA®, Series 65

Kalamazoo, MI

Long Road Investment Counsel, LLC

Charles Wattles is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Long Road Investment Counsel, LLC since 2014. Outside of his advisory role, he serves as a general partner in a family investment partnership that involves security analysis, portfolio management, and administrative duties. Long Road Investment Counsel provides discretionary investment management to individuals, trusts, estates, and charitable institutions, managing approximately $316 million across about three dozen client relationships. The firm employs an active, fundamentally driven approach focused on long-term growth through equity securities of industry leaders and investment-grade fixed income with relatively short maturities.

Active portfolio management
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