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Johnson Investment Counsel > Home

Discover Integrity and Expertise in Investment and Wealth Management. In 1965, Timothy E. Johnson, Ph.D., founded Johnson Investment Counsel, an investment management firm that merged proven theories about security analysis and portfolio management with his genuine interest in helping people and institutions. It wasn’t a revolutionary idea or a new way of doing business — he simply brought together two things for which he had great passion. Ohio’s Largest Independent Wealth Management Firm. Each member o...

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Discover Integrity and Expertise in Investment and Wealth Management. In 1965, Timothy E. Johnson, Ph.D., founded Johnson Investment Counsel, an investment management firm that merged proven theories about security analysis and portfolio management with his genuine interest in helping people and institutions. It wasn’t a revolutionary idea or a new way of doing business — he simply brought together two things for which he had great passion. Ohio’s Largest Independent Wealth Management Firm. Each member o...
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7 institutional management
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Johnson Investment Counsel > Home | m.johnsoninv.com Reviews

https://m.johnsoninv.com

Discover Integrity and Expertise in Investment and Wealth Management. In 1965, Timothy E. Johnson, Ph.D., founded Johnson Investment Counsel, an investment management firm that merged proven theories about security analysis and portfolio management with his genuine interest in helping people and institutions. It wasn’t a revolutionary idea or a new way of doing business — he simply brought together two things for which he had great passion. Ohio’s Largest Independent Wealth Management Firm. Each member o...

INTERNAL PAGES

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Johnson Investment Counsel > Home > Divisions > Institutional Management

http://m.johnsoninv.com/Home/Divisions/InstitutionalManagement.aspx

Rather than confining clients to “one-size-fits-all” investment models, our team develops customized solutions for the unique challenges faced by institutions. Institutional Management Body Text. A Disciplined Approach to Institutional Asset Management. Institutional Asset Management: Continuity Counts. Our Institutional Investment Management Solutions. Johnson Institutional Management provides your organization with the portfolio management resources you need to feel confident about tomorrow. We rev...

2

Johnson Investment Counsel > Home > Email Us

http://m.johnsoninv.com/Home/EmailUs.aspx

Feel free to contact us. We would be happy to speak with you or simply provide you with more information on the services we offer. Any information you disclose will be kept strictly confidential. Julie S. Ackerman. Tara N. Adams, CTFA. Bryan J. Andress. Sandy F. Appel. Michael D. Barnes, Esq., CTFA. Daniel A. Barnett, CFA. Karen M. Bauer. Alex J. Bey, CFA. Scott J. Bischoff. Lesa R. Bishop. Fred A. Brink, CFA, CFP. Richard W. Bryant. Simon T. Buchman, CFP. Brian A. Butt, CFA. Dale H. Coates, CFA. Tina M&...

3

Johnson Investment Counsel > Home > Disclosures

http://m.johnsoninv.com/Home/Disclosures.aspx

This website is a publication of Johnson Investment Counsel, Inc. The firm is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Different ...

4

Johnson Investment Counsel > Home > Divisions > Wealth Advisory Services

http://m.johnsoninv.com/Home/Divisions/WealthAdvisoryServices.aspx

We provide integrated wealth management services on a fee-only basis, mainly to individuals and families who have in excess of $1 million of investable assets. Wealth Advisory Services Body Text. Hands-on Guidance for All of Life's Journey. Wealth Management: How We Work with You. Portfolio Managers work closely with a limited number of clients. Along with a dedicated support staff, they utilize our resources — internal investment research division, Private Trust Company, and Charitable Gift Fu...With to...

5

Johnson Investment Counsel > Home

http://m.johnsoninv.com/Home.aspx

Barron’s Top 20 Independent Advisory Firms Ranking. Johnson ranked #12. Learn more. Click to read my story. See what's behind our mission of serving clients. Click here to watch. Named a 2016 Top Workplace. Our 2016 Wealth Management Forum. Click here to listen to the discussion. Discover Integrity and Expertise in Investment and Wealth Management. Ohio’s Largest Independent Wealth Management Firm. With the help of experienced professionals and knowledgeable staff, we have steadily grown to become the st...

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LINKS TO THIS WEBSITE

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Charitable Gift Fund, Endowment Funds, Donor Advised Account | Cincinnati, Columbus, Dayton | Johnson Investment Counsel

http://www.johnsoninv.com/Home/Divisions/CharitableGiftFund

We facilitate entrepreneurial giving by donors in flexible and meaningful ways through our Johnson Charitable Gift Fund, which is qualified to receive tax-deductible charitable gifts. The Johnson Charitable Gift Fund is a public charity qualified by the IRS to receive tax-deductible charitable gifts. The Gift Fund is sponsored by Johnson Investment Counsel, Inc., which provides administrative and operational support, as well as investment management of Gift Fund assets. Endowment Funds: Perpetual Grantma...

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Johnson Investment Professional Team Members | Johnson Investment Counsel

http://www.johnsoninv.com/Home/MeetTheTeam

Meet the Johnson Investment Counsel Team. The professionals at Johnson Investment Counsel are proud to partner with clients to deliver the sophisticated solutions that result in client success. The key to our approach is developing genuine relationships with our clients, understanding their goals, and working together to meet them. If you’d like to meet some of our team members and learn more about their experience, click on the links to the right or search our directory for all employees.

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Financial Group, Investment Group, Independent Wealth Management Firm | Johnson Investment Counsel

http://www.johnsoninv.com/Home/Overview

Jason Jackman, President, presented the Patrick Chong Memorial Scholarship to two outstanding students, Matthew Cornell and Elisabeth Stanis. 2016 Patrick. Discover Integrity and Expertise in Investment. Ohio’s Largest Independent Wealth Management Firm. The Principled Investment Group. Our core investment philosophies:. A foundation of unbiased investment advice. An integrated team approach to portfolio management. Fee-only management with no commission-based products or services. Our owners are also em...

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Mutual Fund Investment, Growth & International Mutual Funds, Mutual Fund Management | Cincinnati, Columbus, Dayton | Johnson Investment Counsel

http://www.johnsoninv.com/Home/Divisions/JohnsonMutualFunds

We advise for seven publicly available mutual funds, aligning our clients’ capital interests to the prospects of our stock, real estate, and fixed income offerings. Johnson Investment Counsel serves as advisor for the Johnson Mutual Funds, a family of seven publicly available mutual funds. Our employees are heavily invested in the funds, aligning our clients’ capital interests with our own. Click here for a more detailed look at our Mutual Fund NAVs. Johnson Mutual Funds NAVs. Johnson Fixed Income Fund.

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Wealth Advisory Services, Wealth Planners, Independent Wealth Management | Cincinnati, Columbus, Dayton | Johnson Investment Counsel

http://www.johnsoninv.com/Home/Divisions/WealthAdvisoryServices

We provide integrated wealth management services on a fee-only basis, mainly to individuals and families who have in excess of $1 million of investable assets. Hands-on Guidance for All of Life's Journey. Wealth Management: How We Work with You. Portfolio Managers work closely with a limited number of clients. Along with a dedicated support staff, they utilize our resources — internal investment research division, Private Trust Company, and Charitable Gift Fund — to provide all the wealth...With today&rs...

johnsoninv.com johnsoninv.com

Wealth Management, Estate Planning, Trust & Financial Advisory Services | Cincinnati, Columbus, Dayton | Johnson Investment Counsel

http://www.johnsoninv.com/Home/Divisions

Through our various divisions, Johnson Investment Counsel serves unique objectives for different monetary amounts, yet with the same principled approach of unbiased investment advice. Explore our divisions to learn about our breadth of services and contact us so our experienced advisors can determine how to best meet your needs. We provide integrated wealth management services on a fee-only basis, mainly to individuals and families who have in excess of $1 million of investable assets. 3777 West Fork Road.

johnsoninv.com johnsoninv.com

Contact Johnson Investment Counsel, Contact Financial Advisory & Capital Management Firm | Johnson Investment Counsel

http://www.johnsoninv.com/Home/EmailUs

Feel free to contact us. We would be happy to speak with you or simply provide you with more information on the services we offer. Any information you disclose will be kept strictly confidential. Julie S. Ackerman. Tara N. Adams, CTFA. Bryan J. Andress. Sandy F. Appel. Ryan J. Arey. Michael D. Barnes, Esq., CTFA. Daniel A. Barnett, CFA. Karen M. Bauer. Alex J. Bey. Scott J. Bischoff. Lesa R. Bishop. Fred A. Brink, CFA, CFP. Richard W. Bryant. Simon T. Buchman, CFP. Brian A. Butt, CFA. Grant E. Cooper.

johnsoninv.com johnsoninv.com

Investment Advisory Firm, Capital & Investment Management | Johnson Investment Counsel

http://www.johnsoninv.com/Home

Click to read my story. See what's behind our mission of serving clients. Click here to watch. Named a 2016 Top Workplace. Our 2016 Wealth Management Forum. Click here to listen to the discussion. Learn more about us. With more than $8 billion in assets under management, we are Ohio’s largest independent investment advisory firm, committed to providing integrated wealth management, trust services, institutional management, mutual funds, and charitable giving. 3777 West Fork Road. Cincinnati, OH 45247 Map.

johnsoninv.com johnsoninv.com

Financial Advisory Services, Personal Financial Planning, Certified Financial Planners | Cincinnati, Columbus, Dayton | Johnson Investment Counsel

http://www.johnsoninv.com/Home/Divisions/FinancialAdvisoryServices

Our Portfolio Managers offer personal investment management and financial planning, primarily to clients who have at least $500,000 in investable assets. Thinking Big. Planning Bigger. The Investment Advisory Firm with a Personal Touch. Our Portfolio Managers Are Here for You. Each of our client relationships is led by a Portfolio Manager, who holds a Certified Financial Planner designation. Our Portfolio Managers tap into Johnson Investment Counsel’s many resources to help meet your needs....Our clients...

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Institutional Management Services & Asset Management, Investment Portfolio Management | Cincinnati, Columbus, Dayton | Johnson Investment Counsel

http://www.johnsoninv.com/Home/Divisions/InstitutionalManagement

Rather than confining clients to “one-size-fits-all” investment models, our team develops customized solutions for the unique challenges faced by institutions. A Disciplined Approach to Institutional Asset Management. Institutional Asset Management: Continuity Counts. Our Institutional Investment Management Solutions. Johnson Institutional Management provides your organization with the portfolio management resources you need to feel confident about tomorrow. We review your finances and create a plan ...

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Johnson Investment Counsel > Home

Discover Integrity and Expertise in Investment and Wealth Management. In 1965, Timothy E. Johnson, Ph.D., founded Johnson Investment Counsel, an investment management firm that merged proven theories about security analysis and portfolio management with his genuine interest in helping people and institutions. It wasn’t a revolutionary idea or a new way of doing business — he simply brought together two things for which he had great passion. Ohio’s Largest Independent Wealth Management Firm. Each member o...

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