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Counsel Wealth Management is a portfolio monitoring service that partners with financial advisors to help you reach your goals. Counsel is wholly owned by Investment Planning Counsel Inc, and manages total assets of over $2 billion. Counsel supports the partnership between financial advisors and their clients by providing comprehensive portfolio solutions.

Benefits of the Counsel Process

The objective of portfolio management is to maximize your potential return, while minimizing your overall level of risk. We feel that to create the best long-term results, an investment firm must maintain its objectivity in the selection process of its money managers. Counsel has no “in-house” money managers. This allows us to be objective in the selection of each money manager to ensure quality advice. Among the specific benefits to you:

• Proven money managers with long-term track records who seek to outperform their peer groups.

• The ability to combine money management specialists with diverse mandates to minimize risk in your portfolio.

• Counsel keeps each manager accountable to superior performance relative to their peer group.

• If we are unhappy with their performance, our money managers can be replaced.  The result is an objective selection process that allows us to be fully independent in the design and ongoing monitoring of this portfolio.

We provide comprehensive, yet easy to understand reporting so you can stay abreast of your investments. The Counsel process will help you to maintain a sound intellectual framework for all your future investing decisions over your lifetime.