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H.H. Investment Counsel
H.H. Investment Counsel, Inc. is a state-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and...
Overview
H.H. Investment Counsel, Inc. is a state-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1933
Location
Region
North America
Country
United States
City
Dayton
Corporate office
Dayton, OH, United States
Principals
William H. Zimmer
Chairman
Sector focus
Frequently asked questions
What investment approach does the firm use?
The firm follows a fundamental, long-only equity approach focused on domestic large-cap value stocks, complemented by fixed-income allocations for capital preservation. The discipline emphasizes bottom-up security selection, concentrated portfolios, and low turnover — a buy-and-hold philosophy intended to compound capital over decades rather than trade on short-term market movements.
How is H.H. Investment Counsel different from larger RIA platforms?
The firm's primary differentiator is its 1933 founding and nine-decade independence — it has never been acquired, merged into a roll-up, or launched a mutual fund complex. The firm maintains a single office, a single strategy, and a client base built through multi-generational relationships rather than advisor recruitment, giving it a structural profile closer to a permanent family investment office than a commercial RIA.
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