A complete list of active advisors currently associated with 1919 Investment Counsel, LLC

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1919 Investment Counsel is an SEC‑registered adviser that serves high‑net‑worth individuals and families, endowments, foundations, public and government‑related clients, pension and profit‑sharing plans, corporations, trusts and estates. The firm offers tailored discretionary and non‑discretionary investment management across equities, investment‑grade fixed income, private and alternative funds, and supplements portfolio services with financial planning, family office, estate/generational wealth and philanthropic planning; it also acts as investment manager to two mutual funds. Portfolio construction is customized to each client’s investment policy statement, with a primary emphasis on liquid mid‑ to large‑cap equities and investment‑grade fixed income and a core‑and‑satellite approach that integrates third‑party managers where appropriate. Investment decisions rely on a mix of proprietary research and third‑party data (including AI/ML‑based analytics), active sector and credit analysis, and the firm uses client commissions in soft‑dollar arrangements to obtain research from executing broker‑dealers. As a wholly‑owned subsidiary of Stifel Financial Corp., 1919 has formal relationships and service arrangements with Stifel affiliates, including a Relationship and Investment Management Agreement with Stifel Trust Company and middle‑ and back‑office support to affiliated firms, reflecting an integration with banking and trust capabilities that is less common among peers. The firm’s combination of affiliated broker‑dealer relationships and soft‑dollar research arrangements, municipal‑focused fixed income strategies, mutual fund management, and bespoke family office services represents a distinctive service mix relative to many enterprise advisers.

To learn more about the advisors currently working at 1919 Investment Counsel, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.