Wealth Management

As fiduciaries, Counsel Trust is dedicated to the highest standard of care in managing and overseeing client assets. We always prioritize our clients’ best interests, honoring their trust and confidence in us. With a long history of fulfilling our fiduciary duties, we focus on wealth preservation, income generation, global asset allocation, and broad diversification to minimize risk while achieving reasonable growth.

Our global asset allocation plans are tailored from in-depth client meetings, producing a risk/return profile that establishes a disciplined structure for portfolio management. Leveraging investment research and asset allocation guidance from Northern Trust—managing over $1.1 trillion in assets—client portfolios include:

• High-quality, income-producing stocks and bonds,
• Institutional funds, and
• ETFs.

We also collaborate with outside specialists in active management strategies, such as tax-free bonds, equity income, value, mid-cap, growth, and international stocks, offering these specialized services at a lower cost than individually managed options.