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

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

Steele Investment Counsel, Ltd. provides discretionary investment supervisory services to individuals as well as pension and profit-sharing plans, trusts, estates, and business entities, charging a percentage of assets under management and overseeing approximately $83.3 million for about 50 clients. The firm also offers occasional wealth-planning and consulting services and generally bills on a percentage-of-AUM basis, a common arrangement for independent advisory practices. The firm uses both fundamental and technical analysis to guide portfolio construction and employs a mix of long-term, short-term, and trading strategies while explicitly avoiding short sales, margin, and option writing. Portfolios may include mutual funds, ETFs, corporate and municipal debt, and the firm may use long/short and inverse ETFs broadly and leveraged ETFs for select clients with a required written authorization; the adviser also reserves the right to implement tactical asset-allocation changes without prior client notice. Compared with many peers, the firm uncommon ly serves institutional clients (pension and profit-sharing plans) and brings extensive prior experience managing large trust and pension assets before operating as a solo independent adviser. Other notable features in the brochure include a long-standing negotiated custody relationship with Charles Schwab, a fee schedule that the firm notes has not materially changed in decades, and the firm’s operation as a single-advisor practice without a maintained website.

To learn more about the advisors currently working at Steele 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.