Providing a comprehensive range of portfolio strategies and wealth management solutions to individuals and institutions since 1919.
The cornerstone of 1919 Investment Counsel's investment process is proprietary, fundamental research with an emphasis on quality, risk management and diversification. The result—a comprehensive suite of separately managed account strategies, mutual funds and wealth management capabilities. As of June 30, 2023 the firm managed approximately $20.4 billion of assets.
Customizable separately managed account strategies (SMAs) are available for individuals, trusts, foundations, endowments, and institutions. 1919 works to ensure that our SMA strategies fit within and support our clients’ goals. To learn more about our socially responsible, equity, and fixed income SMAs, see the SRI/ESG Strategies, Equity Strategies, and Fixed Income Strategies tabs above.
All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.