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

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

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.

To learn more about the advisors currently working at Wilkins 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.