NEO INVESTMENT COUNSEL, LLC

Overview

NEO Investment Counsel, LLC is a small, privately owned investment advisory firm organized as an LLC that focuses on direct portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and operates under an individual-owner structure rather than as a multi-partner or institutional capital allocator. Its advisory activity is concentrated on discretionary portfolio management for private clients; it does not present itself as a multi-state or pension consultant and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives