Investment Counselors of Redlands LLC

Investment Counselors of Redlands provides discretionary investment management to individuals (including high-net-worth clients), families, trusts, charitable organizations, businesses, and retirement plan participants, offering portfolio design, implementation, ongoing monitoring, and retirement projections on request. The firm generally manages accounts subject to a minimum threshold and asks clients to custody assets at a single recommended custodian.

Portfolios are constructed primarily from mutual funds, closed-end funds, and ETFs using fundamental analysis and third-party research (including Morningstar), with a preference for long-term holdings and periodic rebalancing; the firm may also employ inverse or leveraged ETFs for hedging or enhanced exposure when appropriate and with client direction. Investment decisions are made on a discretionary basis and tailored to each client’s stated time horizon, risk tolerance, tax considerations, and any client-imposed restrictions, and accounts are reviewed at least quarterly.

Compared with many peers, the firm operates as a very small, founder-owned advisory with roughly two advisors and about $100 million in assets under management, which results in hands-on oversight by senior management. It also has several uncommon operational features for a small RIA: it generally limits mutual fund recommendations to no-load funds available through its chosen custodian, requires clients to use that custodian, does not accept proxy voting authority for client securities, and its principals hold professional credentials and serve in unpaid community board and volunteer roles.