Ponte Vedra, FL Office

Johnson Investment Counsel serves a broad client base that includes individual investors (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm offers discretionary portfolio management, financial planning, pension consulting, selection of other advisers, mutual fund advisory services, and model portfolio services for third‑party platforms.

Investment decisions are made in a team setting and combine bottom‑up multi‑factor quantitative equity analysis with a macro/micro approach to fixed income, with ongoing monitoring and rebalancing tied to each client’s objectives and constraints. Johnson also constructs and maintains model portfolios for third‑party platforms (including Envestnet), manages held‑away retirement plan participant accounts via a third‑party platform, and provides ERISA 3(38) fiduciary services to retirement plans.

Noteworthy features in the firm’s disclosures that are less common among peers include an affiliated trust company that shares custodial responsibilities, its role as adviser to a family of mutual funds with an explicit fee‑rebate policy to avoid double charging on fund shares held in client portfolios, and its provision of model portfolios to other advisers via third‑party platforms. The firm’s stated investment scope — including use of options, futures and commodity‑linked instruments, private fund opportunities, and work for institutional and public‑sector clients — indicates a broader set of services than is typical for many multi‑team advisory firms.