Snake River Investment Counsel LLC

Snake River Investment Counsel provides advisory services to individuals (including high-net-worth clients), trusts, estates, business entities, charitable organizations, and pension and profit‑sharing plans. Services include ongoing discretionary asset management combined with financial planning, standalone financial planning, and retirement-plan advisory work under both non‑discretionary 3(21) and discretionary 3(38) frameworks, and the firm offers consulting engagements for other professional service firms.

The firm’s investment approach is grounded in asset allocation consistent with modern portfolio theory and is typically implemented with mutual funds and ETFs; discretionary trading is exercised within client‑imposed restrictions and clients receive quarterly reports and at least annual reviews. Financial planning work is supported by eMoney, and when circumstances require specialized tax or concentration management the firm commonly recommends third‑party managers — for example, Parametric’s Custom Core Equity offering — while leaving the decision to engage those managers to the client.

Noteworthy differences from many peers include the firm’s capacity to act as a discretionary 3(38) manager for defined‑benefit/cash‑balance plans and its practice of including client‑directed digital assets in account valuations even when it does not actively manage those assets. The firm also uses third‑party solicitor referral arrangements and applies a recurring minimum fee for private‑wealth and retirement‑plan engagements, administrative features that affect how some prospective clients may access its services.