A complete list of active advisors currently associated with Johnston Investment Counsel, Ltd.

Warmer can help you find a great advisor at Johnston Investment Counsel, Ltd. or one who fits your needs even better.

Johnston Investment Counsel provides fee‑only investment advisory and comprehensive financial planning services to individuals, trusts, endowments, qualified retirement plan sponsors, and business entities, managing roughly $125 million for under 100 clients. Its offerings include discretionary portfolio management, enhanced cash management, comprehensive wealth management, retirement plan services, and non‑discretionary institutional consulting. The firm combines macroeconomic, fundamental, relative‑value and technical analysis with customized investment policy statements to set asset allocation, perform tax‑aware asset location, and implement periodic rebalancing across a mix of no‑load mutual funds, ETFs, individual equities and fixed income. For downside risk control, Johnston uses derivatives such as options in separately managed accounts and employs limit orders and other risk‑controlling strategies; some enhanced cash portfolios may include modest equity allocations. Notably for a small, solo independent adviser, the firm regularly serves institutional and pension clients — including pension/profit‑sharing plans and charitable organizations — and provides pension consulting and plan design as part of its retirement plan services. The firm operates as a fee‑only fiduciary that does not accept commissions and has filed to transition its adviser registration to the SEC.

To learn more about the advisors currently working at Johnston Investment Counsel, Ltd., 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.