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Professional Investment Counsel, Inc
PROFESSIONAL INVESTMENT COUNSEL, INC is an SEC-registered investment adviser in EL PASO, TX. The firm manages $43 million in regulatory assets under management...
Professional Investment Counsel, Inc
PROFESSIONAL INVESTMENT COUNSEL, INC is an SEC-registered investment adviser in EL PASO, TX. The firm manages $43 million in regulatory assets under management on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
El Paso
Corporate office
Portland, OR, United States
Sector focus
Frequently asked questions
How does Professional Investment Counsel, Inc structure its investment portfolios?
The firm constructs customized portfolios using a mix of equities, fixed income, and alternative investments such as private equity and real estate, with allocations based on client risk tolerance and long-term objectives. Its approach emphasizes risk-managed growth and tax-efficiency, though specific model strategies are not disclosed publicly.
Is Professional Investment Counsel, Inc a fiduciary?
Yes, the firm is registered as an investment advisor with the SEC and is bound by fiduciary duties under the Investment Advisers Act of 1940. This requires it to act in clients' best interests and disclose conflicts of interest, which differentiates it from brokers or unregistered advisors.
What types of clients does Professional Investment Counsel serve?
The firm serves high-net-worth individuals and families, trusts, estates, and retirement plans. Its clientele is predominantly based in the US Pacific Northwest, with no public reporting of international clients.
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