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
With the help of experienced professionals and knowledgeable staff, we have
steadily grown to become the state’s largest independent wealth management
firm. Through Johnson Private Client Group (which comprises Wealth Advisory
Services, Family Office Services, and Financial Advisory Services), Johnson
Trust Company, and Johnson Institutional Management, we serve individuals,
corporations, retirement plans, foundations, and endowments.
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
- Risk control through diversification and careful portfolio construction
- A true passion to get to know your needs and help you reach your goals
What Makes Our Financial Group Different?
- Our owners are also employees, so they have a vested interest in your success.
- Each member of our team is selected for the highest level of ethics and integrity.
- We are a Securities and Exchange Commission Registered Investment Advisor.
- We have structured our firm around making your financial goals our top priorities.
- Portfolio Managers average more than two decades of industry experience and more than 15 years at Johnson Investment Counsel.
- Our Portfolio Managers limit their number of clients in order to maximize the service experience.
- We continuously expand our investment and wealth management offerings to keep pace with the evolving landscape.
- We wholeheartedly believe in community involvement — we support employee service efforts and enable philanthropy for our clients.
At Johnson Investment Counsel, we strive to provide you with a true sense of well-being. We work closely with you to understand your objectives and to devise a strategy tailored to help you reach your unique financial goals. To learn more about our team and the services we offer, please contact us.