Our History

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

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

The SFE team, left to right: Jon Kmett, Charles Bohlen, Gloria Avalos, Christy Corral, Jim Moylan, Oliver Nihan, Donna Arnold, Teri McCasland, David Thomsen, and Charlotte Salinas.

Milestones

SFEIC - Los Angeles

Independent-minded SFE Investment Counsel Inc. is located 2,789 miles from Wall Street.

  • 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 becomes Global Investment Performance Standards (GIPS) compliant. The GIPS standards ensure fair representation and full disclosure of investment results. View our most current Independent Accountant’s Verification Report
  • 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.
  • 2018: SFE is chosen to be the Sub-Advisor to the Highmore Sustainable All-Cap Equity Fund (HMSQX), a socially responsible investing (SRI) mutual fund offered by Highmore Group Advisors LLC,  an asset management firm based in New York, London and Los Angeles.