Lipe & Dalton Investment Counsel

Overview

Lipe & Dalton Investment Counsel is an independent, privately owned registered investment adviser that has been SEC-registered since 2006. The firm manages client portfolios on a fee basis (percentage of AUM) and serves both individuals and families as well as institutional clients. Its advisory work centers on portfolio management for individuals/small businesses and for businesses or institutions. The firm reports relationships with accountants and law firms, and it does not identify as an active ESG investor. It is not structured as a capital allocator, is not a pension consultant, and does not list a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives