FEDERATED INVESTMENT COUNSELING

Overview

Federated Investment Counseling is an SEC-registered investment adviser operating since 1989 that serves both individual/family and institutional clients. The firm offers fee models that include both percentage-of-AUM billing and performance-based fees, and its business activities include operating as a CPO/CTA and sponsoring pooled investment vehicles. Advisory services span discretionary portfolio management for individuals, small businesses, pooled vehicles and institutional clients, along with educational seminars and workshops. The firm reports no active ESG investing program. Federated’s orientation is heavily focused on fixed income — its filings show a pronounced allocation to investment-grade corporate bonds — but it also manages pooled liquidity vehicles and allocates to third-party alternative managers in private equity and real estate. The firm maintains broker‑dealer, trust company and sponsor/GP affiliations, reflecting a mix of advisory, custody-sponsorship and commodity pool activity.

Assets & Accounts

Investments & Alternatives

Location & Offices