Private Investment Counsel

Because life is always a work in progress.

As part of a full-service investment management firm, we deliver relevant solutions and tailored service for clients looking to delegate day-to-day investment decisions to an experienced team with a disciplined investment philosophy.

Your journey with Private Investment Counsel begins with one key step: we get to know you. Because who you are defines what we do, your relationship manager will lead you through a holistic discovery process to discern and define your vision for your life and the goals you’d like to accomplish through prudent wealth management strategies.

From there, you, your relationship manager and our investment experts will work together to evaluate, implement and monitor robust investment strategies structured around your goals. This process is continuous so that any life changes and reprioritization of goals are appropriately integrated into your investment plan.