A complete list of active advisors currently associated with Snake River Investment Counsel LLC

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

Snake River Investment Counsel provides ongoing discretionary asset management and standalone financial planning to individuals, high-net-worth clients, trusts, estates, business entities, charitable organizations, and employer-sponsored retirement plans. The firm also offers consulting services to other professional service firms on launching advisory offerings and related operations, with that consulting limited to Idaho residents. The firm’s investment process is grounded in modern portfolio theory and typically implements portfolios using mutual funds and exchange-traded funds while delivering financial planning analyses via eMoney. Adviser exercises discretionary trading authority for managed accounts, provides quarterly performance reporting and annual portfolio reviews, and will recommend third-party managers (such as Parametric’s Custom Core equity offering) when client situations—like legacy low-tax-basis holdings—warrant specialized handling. Compared with many similarly sized advisers, Snake River is notable for offering both non-discretionary 3(21) and discretionary 3(38) fiduciary services for retirement plans (including cash balance plans) and for its willingness to include client-directed digital asset holdings in account valuations while not actively managing those assets. The firm’s routine use of third-party separate accounts for concentration or tax-complex positions and its restricted-area consulting line for professional firms are additional distinguishing features.

To learn more about the advisors currently working at Snake River Investment Counsel LLC, 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.