A complete list of active advisors currently associated with Investment Counselors of Redlands LLC
Warmer can help you find a great advisor at Investment Counselors of Redlands LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Investment Counselors of Redlands 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.
Name |
Location |
Years of experience |
|---|---|---|
Redlands, CA
| 20
| |
Redlands, CA
| 25
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)