Mason, OH Office

Baynes Investment Counsel LLC provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, delivering tailored investment policy statements, ongoing monitoring, a subscription newsletter, and educational workshops to potential clients. The firm also offers access to pooled investment vehicles and private fund investments for accredited investors through an affiliated private fund adviser.

The firm documents client objectives and risk tolerances and typically seeks discretionary authority to implement client‑specific plans using a blend of fundamental, quantitative, technical and modern portfolio theory analyses. Its investment program includes both long‑ and short‑term trading techniques — including options, margin and short sales — and for qualified clients it permits a performance‑based fee arrangement subject to a high‑water‑mark provision while maintaining policies intended to allocate limited opportunities fairly across clients.

Noteworthy differences from many peers include the firm’s involvement in sponsoring or advising private funds that source private investments (including oil and gas opportunities) for accredited investors and its explicit offering of paid educational seminars and a client newsletter as part of its outreach. The brochure also discloses outside business activities (insurance licensure) and states that clients must use a specified custodian, with policies in place to identify and manage related conflicts of interest.