Johnson Investment Counsel (often referred to as Johnson Investment Group) is an independent, privately held investment management firm headquartered in Cincinnati, Ohio. Established in 1965, the firm has cultivated a reputation for its client-centric approach, value investing philosophy, and commitment to long-term wealth creation.
The firm’s core business revolves around providing investment management and financial planning services to a diverse clientele. This includes high-net-worth individuals, families, endowments, foundations, and retirement plans. They cater to clients across a broad geographic footprint, though their presence is particularly strong in the Midwest.
Johnson Investment Counsel distinguishes itself through its disciplined investment process. Rooted in fundamental analysis, they emphasize a value-oriented strategy. This means they seek out undervalued securities – stocks and bonds – believing that the market price doesn’t fully reflect the intrinsic worth of the underlying asset. Their investment team conducts extensive research, analyzing company financials, management teams, and industry trends to identify opportunities that align with their value criteria. This approach is designed to provide downside protection and generate sustainable, long-term returns.
Beyond investment management, Johnson Investment Group offers comprehensive financial planning services. They understand that investment decisions are just one piece of a larger financial puzzle. Their planning team works with clients to develop personalized strategies that address their unique goals, risk tolerance, and financial circumstances. This may involve retirement planning, estate planning, tax planning, insurance analysis, and charitable giving strategies. By integrating investment management with financial planning, they strive to provide a holistic and coordinated approach to wealth management.
A key aspect of Johnson Investment Counsel’s culture is its emphasis on building long-term relationships with clients. They prioritize open communication, transparency, and a deep understanding of each client’s individual needs and objectives. Their client service model emphasizes accessibility and personalized attention. This commitment to client service has been instrumental in building trust and fostering lasting partnerships, contributing significantly to the firm’s longevity and growth.
The firm’s independence is also a significant factor in its appeal. As a privately held firm, Johnson Investment Counsel isn’t subject to the same pressures and potential conflicts of interest as larger, publicly traded financial institutions. This allows them to prioritize the best interests of their clients and maintain a long-term perspective in their investment decisions. They are fiduciaries, meaning they are legally obligated to act in their clients’ best interests.
While past performance is not indicative of future results, Johnson Investment Counsel’s consistent application of its value investing philosophy has generally resulted in competitive long-term performance. They regularly publish their investment perspectives and performance data, demonstrating a commitment to transparency and accountability. The firm’s experienced team, disciplined process, and client-centric approach have solidified its position as a respected and trusted player in the investment management industry.
1024×683 johnson investment counsel commercial furniture portfolio king from www.kbiinc.com 
649×133 personal business commercial banking wealth johnson from www.johnsonfinancialgroup.com 
702×702 working johnson investment counsel top workplaces from topworkplaces.com 
1200×627 join team careers johnson group from www.thejohnsongroup.com 
1200×943 johnson financial group from www.visitmadison.com 
1920×640 johnson financial group profile from topworkplaces.com 
1280×720 johnson johnson attractive investment johnson johnson from seekingalpha.com