Federated Investment Counseling

Overview

Federated Investment Counseling is an SEC-registered advisory firm active since 1989 that focuses on portfolio management for individuals, families, pooled vehicles, and institutions. It operates with both percentage-of-AUM and performance-based fee structures and engages in commodity pool operator/commodity trading advisor activities. The firm also sponsors and serves as a manager or general partner of pooled investment vehicles and provides educational seminars and workshops. Federated does not identify as an active ESG investor. The firm’s client base spans individual and family clients as well as institutional investors. Its industry affiliations include broker-dealer relationships, trust company activity, and roles as sponsor or manager of pooled vehicles, suggesting capabilities across custody, trust, and pooled-product operations in addition to advisory services.

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Location & Offices