A complete list of active advisors currently associated with SFE Investment Counsel Inc.

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

SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses and institutional clients and has provided investment advice since 1977. The firm offers individualized investment supervisory services through separately managed accounts, dual‑contract relationships, model portfolio services and participation as a separate account manager in third‑party programs. The firm’s investment approach emphasizes asset allocation as the primary driver of portfolio results and an opportunistic, total‑return orientation that generally favors long‑term holdings. Portfolios are often concentrated — typically 20–25 equity positions drawn from an internally maintained “Merit Monitor” reviewed by an in‑house Investment Committee — and they combine fundamental, technical and cyclical analysis with fixed‑income laddering to manage risk. Compared with many peers, SFE acts as adviser and manager to privately offered vehicles (SFE Alternative Investment Fund I LLC and II LLC), performing due diligence, allocation recommendations and administrative functions for those funds and, as a result, is deemed to have custody for certain fund investors. The firm also distributes model strategies to third‑party platforms and provides regular performance reporting to clients and platform subscribers, and it participates in the Schwab Advisor Network for client referrals.

To learn more about the advisors currently working at SFE Investment Counsel 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.