At SFE Investment Counsel Inc., we believe that everybody needs and deserves good financial advice. We have no tiered service levels or preferential treatment and, as our customer, all our services are open to you—including our weekly investment meetings.
Transparency and integrity are core values that shape the way we do business. We openly share our process for making investment decisions and provide you with access to our financial analysts and all members of our team. Just a phone call away, we always have time for your questions. Counseling is in our name and in our approach, covering any topic related to your financial life. When you need other services—estate planning, taxes, or insurance—we put you in touch with the right specialists.
We aren’t interested in a quick fix but pay attention to managing risk and to the long-term performance of investments. As active portfolio managers, we vet the investments—publicly marketed securities—and manage the portfolios ourselves. And we’re proud that other financial firms hire us to manage their portfolios as well. For more than 20 years we have maintained the CFA Institute Global Investment Performance Standards (GIPS®) certification attesting to our commitment to independently evaluated best practices for investment performance reporting and presentation.
Continuity of service is important to us, and turnover is exceptionally low – both client and advisors. Our team includes staff celebrating 40 years with the firm, and the newest member or our advisory staff has been with us a little over 2 years. Each advisor is supported by the collective wisdom of our organization and every member of our team plays a role in managing and overseeing your account.
We operate as a tightly knit team without added levels of bureaucracy, giving you immediate access to the support you need. Lifelong relationships are typical for SFE. Many client relationships span multiple generations—serving clients, their children, and great-grandchildren. We are committed to the long view, to working with you now and for years to come. I’m glad you are interested in our approach but not all investment advisory firms are the right fit for everyone. To see if we are the right fit for each other click the button below and fill out a brief questionnaire. We look forward to getting to know you.