Investment Management

At Counsel Wealth Management we have a defined, pro-active, and data driven investment management process. Research shapes our view of the overall market and forms the basis for how bullish or bearish we may be at any given point in time. Our approach guards against emotional investment decision making.

  • Our Investment Committee meets at least twice a week to guide and oversee the investment strategies that we use with our clients.
  • We monitor, review, and index a set of market indicators.
  • We use this information to manage a variety of investment models. These range from strategies that tactically trade individual stocks to strategic mutual fund and ETF asset allocations.
  • We work individually with our clients to develop an investment plan tailored to their goals and objectives.

Based on this philosophy and pro-active process, we have thoughtfully developed a number of Investment Models. Click below to discover our models.