PROFESSIONAL INVESTMENT COUNSEL, INC

Overview

Professional Investment Counsel, Inc. is a small, fee-based advisory firm organized as a corporation that focuses on discretionary portfolio management for individuals and small businesses. The firm’s client mix includes individual and family clients as well as some institutional relationships, and it charges a percentage-of-assets fee model. Its stated investment preference is equities, with exchange-traded instruments serving as the dominant vehicle. The adviser does not position itself as a pooled capital allocator or pension consultant, and it does not identify as an active ESG investor or a multi-state adviser. Advisory activity is concentrated on individualized portfolio management rather than running open-end funds or large-scale institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices