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Investment Counsel

In the News

Jason Jackman shares insights in Cincinnati Business Courier article regarding local businesses with large cash holdings. Cincinnati Business Courier,
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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 Access), 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 Us Different From Other Wealth Managers?

  • 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 have an independent in-house research staff.
  • 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.

Our market recap and a look ahead, plus recent company news. Read more >

Our 50th Anniversary

Journey with us through 50 years of milestones and events. Read more >