A complete list of active advisors currently associated with The Investment Counsel Company
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The Investment Counsel Company of Nevada serves individuals, pension and profit‑sharing plans, business entities, trusts, estates and charitable organizations, providing discretionary and non‑discretionary portfolio management, financial planning, consulting and specialized searches for qualified plan providers and independent managers. Services are delivered on a fee‑only basis and may also be offered on an hourly consulting basis when requested. The firm uses fundamental analysis and implements long‑ and short‑term purchase strategies across equities, fixed income, mutual funds, ETFs and allocations to unaffiliated independent managers and private investment funds, with client objectives categorized as Conservative, Moderate, Growth or Aggressive Growth. It treats cash as an asset class and may hold defensive cash positions, includes private fund sponsor valuations in reporting and AUM calculations, and limits use of options and margin to client‑directed or constrained situations. Distinctive features disclosed in the brochure include a formal Artificial Intelligence policy (pre‑approval, vendor due diligence and human review of AI outputs) alongside documented cybersecurity and privacy safeguards, and a practice of leaving proxy voting to clients rather than voting client securities. The firm is family‑owned, manages over $2.18 billion with a relatively small advisory team, and describes operational details such as tradeaway/prime‑broker executions for certain fixed‑income trades and sweep‑account handling that can affect account reporting and economics.
To learn more about the advisors currently working at The Investment Counsel Company, 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.
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