A complete list of active advisors currently associated with Salem Investment Counselors Inc

Warmer can help you find a great advisor at Salem Investment Counselors Inc or one who fits your needs even better.

Salem Investment Counselors provides investment management, financial planning, and asset-management services to a mix of individual investors, high‑net‑worth clients, foundations, corporations, retirement and profit‑sharing plans, charitable institutions, trusts, and estates. The firm manages marketable securities on a discretionary basis and also assists clients with private investments on a non‑discretionary basis. Salem’s investment approach emphasizes equities as the foundation of portfolios, favoring long‑term selection over market timing and targeting established growth names, small‑ and mid‑cap opportunities, and consolidation situations. For fixed income the firm focuses on high‑quality, short‑to‑intermediate maturities, and it supplements core holdings with ETFs, mutual funds, REITs, MLPs, and private equity while occasionally using technical analysis and a formal policy for allocating IPO/secondary offerings. Operationally Salem distinguishes between “deemed” and “general” custody, facilitates client‑approved third‑party disbursements via standing letters of authority, and engages a PCAOB‑inspected auditor to perform annual surprise audits of accounts where it has general custody. The firm also follows a documented “Shareholder‑Friendly” proxy‑voting style, reports annual Form N‑PX voting activity for “say on pay,” and fields a multi‑advisor team with backgrounds in institutional investing, trust services, and endowment management.

To learn more about the advisors currently working at Salem Investment Counselors Inc, 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.