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

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

Walstad Investment Counsel provides discretionary, individually managed equity and balanced portfolio management to taxable and non-taxable accounts for individuals, IRAs, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations or business entities. The firm reports approximately $79.8 million in assets under management across roughly 21 accounts and typically applies a $1 million account minimum that may be waived in certain circumstances. The firm employs fundamental security analysis and a primarily long‑term investment strategy, generally holding securities for at least a year and tailoring asset allocation among equities, fixed income, and cash to clients’ income and risk needs. Clients receive ongoing monitoring and periodic reporting, including quarterly review letters and portfolio statements, and cash positions are commonly held in short‑term instruments such as Treasury bills, certificates of deposit, bank deposits, or money market funds. A distinctive feature of the firm is that, despite its solo‑practitioner structure, it also serves other investment advisers, accepts corporate and institutional clients, and acts as a sub‑advisor to a Canadian broker‑dealer to provide services to non‑U.S. clients. The firm’s president is a CFA charterholder with decades of industry experience, and all accounts are managed on a discretionary basis with proxy‑voting procedures described in the advisory agreement.

To learn more about the advisors currently working at Walstad 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.