Advisor Services

In response to a comprehensive Investment Profile, Counsel Trust is able to identify client investment needs and expectations. Investment goals and an asset allocation plan emerge from this "needs assessment." Counsel then recommends professional advisors to manage each asset class prescribed by the asset allocation plan.

But our involvement and attention do not stop there. We consistently monitor each manager for risk-adjusted performance against an appropriate benchmark. These results are reported quarterly to our clients, so they are always aware and advised of their investment performance.

Advisors are chosen based on their expertise in managing specific asset classes. Each manager is tracked for "style purity" and to assure that management decisions and actions parallel the advisor's stated philosophy and style.

Many of these premier, top-performing managers require high investment portfolio minimums, but we are able to make them available to smaller portfolios through our unique and exclusive Counsel Trust private pools.

For example, if a $250,000 portfolio asset allocation plan calls for a 5% investment in small cap growth, just $12,500 could be invested with the small cap growth manager. Obviously, if the manager's minimum account size is $1 million, this manager could not be retained. Fortunately, via Counsel's small cap growth private fund, clients can invest as little as $1,000 and obtain access otherwise open to $1 million + investors.

Our large asset base and volume trading enable us to deliver top-flight money management firms to our clients at reasonable fees. Counsel clients also receive access to premier investment managers, while retaining local consulting contact and connections. This dual benefit of global and local attention is a unique and welcome opportunity.

As your partner in performance, Counsel Trust keeps your wealth-building goals at the heart of every decision made, because we believe the investment process is more than just money -- it's the realization of your achievements and expectations.