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November 30, 2023

Johnson Investment Counsel is a well-established, independent wealth management and investment advisory firm based in Cincinnati, Ohio. As of my last knowledge update in January 2022, here is some information about Johnson Investment Counsel.

  1. History and Background:
    • Johnson Investment Counsel was founded in 1965 by Jack M. Johnson. The firm has a long history of providing wealth management and investment advisory services to individual and institutional clients.
  2. Services Offered:
    • Wealth Management: Johnson Investment Counsel offers comprehensive wealth management services, including financial planning, portfolio management, and retirement planning.
    • Investment Advisory: The firm provides investment advisory services, offering customized investment strategies and portfolios tailored to each client’s specific goals and risk tolerance.
    • Institutional Services: Johnson Investment Counsel also serves institutional clients, including endowments, foundations, and retirement plans, by providing investment consulting and portfolio management services.
  3. Investment Philosophy:
    • Johnson Investment Counsel is known for its disciplined and research-driven approach to investing. The firm’s investment philosophy is based on a long-term perspective and a focus on achieving clients’ financial objectives while managing risk.
  4. Team of Professionals:
    • The firm has a team of experienced and credentialed professionals, including Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and other experts in the field of finance and investment.
  5. Client Focus:
    • Johnson Investment Counsel prides itself on its commitment to providing personalized, client-centric services. They work closely with clients to understand their unique financial goals and develop strategies to meet them.
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  6. Location:
    • Johnson Investment Counsel is headquartered in Cincinnati, Ohio, and has multiple offices throughout the region to serve clients in various locations.
  7. Investment Strategies:
    • The firm offers a range of investment strategies, including equity, fixed income, and balanced portfolios. They may use a combination of individual stocks, bonds, mutual funds, exchange-traded funds (ETFs), and other investment vehicles to create diversified portfolios.
  8. Regulatory Compliance:
    • Johnson Investment Counsel is registered with the U.S. Securities and Exchange Commission (SEC) as an investment advisory firm, which means they are subject to regulatory oversight to ensure they operate in accordance with industry standards.

Please note that the information provided is based on my knowledge as of January 2022, and there may have been changes or developments related to Johnson Investment Counsel since that time. It’s always a good practice to visit their official website or contact them directly for the most up-to-date information regarding their services and offerings.

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