Investment Management
Every worthy goal is part of a greater plan. The greater plan outlines the investment allocation and process fitting the unique needs of each client. Counsel Trust partners with clients to set reachable, measurable, performance-related goals.
- The cornerstone of our investment management philosophy is asset allocation—a customized plan to invest specific percentages of investment portfolios among various equity and fixed income asset classes and styles that specifically address the needs, desires, and expectations of every client.
- Our process begins by determining your performance goals and objectives, time horizon, and risk tolerance.
- For institutional portfolios, pensions, and endowments, key aspects are documented in an Investment Policy Statement that formally establishes all investment performance, quality, risk, and measurable guidelines.
- Through our affiliate, ECA Investment Group, we partner with several national and regional consulting firms.
- These partnerships give us access to a larger database of active and passive investment managers to assist clients in maximizing their portfolios for the best mix of investment size, style, asset class, and risk monitoring.
- These resources also assist us in researching, screening, and retaining some of the finest nationally known investment management firms to manage the Counsel Trust private pools and individual client portfolios.
- Our clients receive important consulting contact and process education, while obtaining the investment management services of some of the best, (and in many cases) inaccessible advisory firms in the United States.
- We recommend building an asset allocation plan prior to selecting professional money managers or investing in individual stocks, bonds, private pools, mutual funds, or ETFs.
- Risk, turmoil, and uncertainty are three of the few guarantees in the investment marketplace. But new investment opportunities continuously emerge in all asset classes.
- In today’s fast-moving global economy, it’s impossible to consistently predict what asset class will outperform and what asset class will underperform. But it is possible to secure an independent, impartial, and accessible consultant to guide you in important decisions that will help to achieve your wealth-building goals.