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

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Brady Investment Counsel provides discretionary investment management to individuals as well as nonprofit and institutional clients, including religious organizations, charitable foundations, and pension or profit‑sharing plans. Its services cover customized equity, balanced, fixed‑income and ETF portfolios, along with trustee/estate services and advisory work for foundations and pension consulting. The firm pursues an active, long‑term, socially responsible investment approach based on in‑house fundamental research and a proprietary equity valuation model, offering distinct strategy sleeves — Core Growth, Growth & Income, Focus (concentrated), Balanced, and ETF solutions — with differing turnover and concentration profiles. It emphasizes tax efficiency and customized portfolio construction and presents detailed performance histories, including linked pre‑2003 returns from a predecessor mutual fund and composite reporting. Noteworthy for a firm of its size, Brady publicly discloses historical performance and third‑party recognitions (award and rating references) and states GIPS-related performance presentation and verification, practices that are uncommon among independent advisers. The firm also conducts educational outreach and public commentary and explicitly serves charitable and institutional clients while offering pension consulting and trustee services, distinguishing its client mix and communications from many peers.

To learn more about the advisors currently working at Brady 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.