Driven by your best interests is more than a clever tag line for Counsel Trust. It’s our principle belief and the cornerstone of every aspect of our business. We understand the special trust you place in us when you allow us to guide you in investment planning, or to assist in designing a comprehensive employee benefit plan, or to invest a decade of your life’s earnings. It’s more than money, it’s your achievements and expectations – it’s your life.

We work hard to earn your trust by creating a valued team of strategists and investment managers. Although there are a myriad of paths to reach a financial summit, Counsel Trust is always your belay – the security rope to minimize risk. We offer investors a unique blend of measurable financial expertise wrapped in immeasurable quantities of security, balance, knowledge, discipline, and confidence.

"Can you provide me more income with less risk?" you may ask. "Can you design our family’s asset preservation as a legacy for my children and grandchildren?" Our primary role is to be your investment guide: to customize your investment journey and strengthen it with our broad and varied investment experience – the type of history that demonstrates wisdom, independence and impartiality. We’ll work with you to develop an appropriate asset allocation plan, and we’ll provide monthly statements, quarterly performance reports, and periodic meetings to discuss your progress, lifestyle changes, and wealth-building goals.

As a no-products-attached, multi-faceted trust company, our true success lies in our longstanding relationships with clients and friends; because each client referral is a reminder to us that you believe we are driven by your best interests.