Wilkins Investment Counsel, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,013,121,313
Clients
196
Advisors
5
of 11 employees
About
Wilkins Investment Counsel provides discretionary portfolio management and customized investment advice to individuals, high‑net‑worth families, foundations, endowments, and certain outside trustees and private fiduciaries. The firm works directly with clients to develop individualized investment plans and also offers consulting to trustees on economic and market views.
Wilkins employs a fundamentally driven, long‑term investment approach across equity and fixed‑income portfolios, using primary research into company fundamentals and industry characteristics. For fixed income, the firm typically constructs laddered, short‑to‑intermediate‑term, high‑quality bond portfolios intended to mitigate reinvestment risk and is positioned to hold securities to maturity.
The firm manages roughly $1.1 billion across a relatively small number of client relationships, indicating an emphasis on larger, tailored accounts and institutional/private fiduciary work, and is privately owned by its principals. Operationally notable disclosures include a recent amendment addressing artificial intelligence risks and vendor due diligence, and the firm leaves proxy voting rights with clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
$0 - $20 million: 0.75% $20 million+: 0.50%
Minimum fee: $15,000 annual minimum fee for individual accounts; $25,000 annual minimum fee for institutional accounts
Main office
160 Federal Street 17th Floor
Boston MA 02110
Advisors at this office
5
Most active in
Connecticut · Maine · Massachusetts · New Hampshire · New York
Also doing business as
Wilkins Investment Counsel Inc · Wilkins Investment Counsel, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John W
CFA®, CIC, Series 65
Boston, MA
Wilkins Investment Counsel, Inc
John Wilkins is a CFA® and CIC credentialed financial advisor with over 31 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 1989. Based in Boston, MA, Wilkins is part of a six-advisor team at the firm. Wilkins Investment Counsel, Inc. is a registered investment adviser that provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven, long-term investment approach focused on equities and fixed income, and manages approximately $1.08 billion in discretionary assets for around 189 client relationships.
Zhou F
CFA®
Boston, MA
Wilkins Investment Counsel, Inc
Zhou Feng is a CFA® charterholder at Wilkins Investment Counsel, Inc with two years of experience at the firm and eight years previously at Rockland Trust. He is based in Boston, MA. Wilkins Investment Counsel provides discretionary portfolio management and customized investment advice to individuals, high-net-worth families, foundations, endowments, and private fiduciaries. The firm uses a fundamentally driven, long-term investment approach combining detailed company research with laddered, high-quality fixed-income portfolios.
Michael C
CFA®, CIC
Boston, MA
Wilkins Investment Counsel, Inc
Michael Charland is a CFA® and CIC credentialed advisor with 25 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 1997. Wilkins Investment Counsel, Inc. provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm’s investment approach is fundamentally driven with a long-term orientation, emphasizing company fundamentals, valuation, and laddered high-quality bond portfolios typically held to maturity.
Areeb K
CFA®
Boston, MA
Wilkins Investment Counsel, Inc
Areeb Khan is a CFA® charterholder at Wilkins Investment Counsel, Inc. in Boston, MA, where he has worked since 2018. Prior to joining Wilkins, he spent seven years at Liberty Mutual Asset Management Inc. Wilkins Investment Counsel provides discretionary portfolio management and customized investment advice to individuals, high-net-worth families, foundations, endowments, and private fiduciaries. The firm uses a fundamentally driven, long-term investment approach focused on equity and fixed-income portfolios and manages approximately $1.1 billion across a select group of clients.
Shane G
CFA®
Boston, MA
Wilkins Investment Counsel, Inc
Shane Garman is a CFA® charterholder with 12 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 2006. Wilkins Investment Counsel, Inc. is a registered investment adviser that provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven investment approach with a long-term orientation, focusing on company fundamentals and valuation, and manages approximately $1.08 billion in discretionary assets across a concentrated client base.
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