Our History

Integrity. Honesty. Credibility. For Three Generations and Counting.

SFE Investment Counsel Inc. has delivered high quality investment management advice to three generations of clients. Since its founding by Chairman Emeritus Earl Fisher in 1977, SFE has built strong, trustworthy relationships with its clients.

 

SFE is an independent firm that is 100% owned by its employees. Our seven investment professionals bring a rich array of backgrounds and interests to investing — from business and accounting, to music and philosophy, to law and mathematics. The personal attention each client receives is a distinguishing feature of SFE.

SFEIC Team

SFE Investment Counsel Inc. has delivered superior investment management advice to three generations of clients. Since its founding by Chairman Emeritus Earl Fisher in 1977, SFE has built strong, trustworthy relationships with its clients.

 

SFE is an independent firm that is 100% owned by its employees. Our six investment professionals bring a rich array of backgrounds and interests to investing — from business and accounting, to music and philosophy, to law and mathematics. The personal attention each client receives is a distinguishing feature of SFE.

SFEIC Team

Milestones

SFE is located 2,789 miles from Wall Street, contributing to our independent perspective.

  • 1977: Four Los Angeles investment managers form Stern Fisher Atkinson & LaFace, the predecessor to SFE Investment Counsel Inc.
  • 1984: SFE becomes a Registered Advisory Firm (RIA), regulated by the Securities and Exchange Commission.
  • 2001: SFE became Global Investment Performance Standards (GIPS) compliant. View our most current Independent Verifier’s Verification Report As of January 1, 2020, SFE no longer seeks verification nor can claim GIPS®.
  • 2001: SFE launches an All-Cap Core Growth & Income equity strategy. The strategy seeks to produce long term returns that outperform the S&P 500 Index while taking less-than-market risk with securities that are poised for growth and/or have a solid history of dividend payments.
  • 2008: SFE launches Pathways™ (SRI) All-Cap strategy, a portfolio of companies that adhere to the principles of socially responsible investing (SRI) and Environmental, Social and Governance (ESG), according to criteria established by SFE.