solution-card-1

OUR SOLUTIONS
Proven Success
We get you where you want to go.

solution-card-2

Carefully crafted

Investment Portfolios
No matter what your long-term financial goals may be, there is a Counsel portfolio that will help you get to where you need to be.
Your Advisor can help you understand your goals and your investment preferences. Armed with this knowledge, your Advisor will help you choose a strategy and investment solution to target your goals.
COUNSEL STRATEGIC PORTFOLIOS
Actively managed portfolio solutions for investors who want the broadest diversification. These comprehensive, globally diversified portfolios combine various investment styles, factor strategies and global investment expertise, for well-rounded, all-in-one portfolios.
COUNSEL RETIREMENT PORTFOLIOS
Globally diversified portfolio solutions with a primary focus on downside protection. These portfolios utilize enhanced capital preservation strategies to offer protection during sustained market downturns. For investors looking to protect and grow their retirement savings.

solution-card-3

CONTINUOUS
Portfolio Management
Portfolio Design & Build
Investment Specialist Selection & Monitoring
Portfolio Reporting
Portfolio Rebalancing

solution-card-4

"The individual investor should act consistently as an investor and not as a speculator."
Ben Graham

solution-card-5

FIND AN ADVISOR
Let’s get started.