Asset Management

SFE Investment Counsel Inc. manages investment portfolios for
individuals, organizations and other financial advisory firms.

SFE is proud that, over the years, other financial advisory firms have allocated assets to SFE because of its expertise in Socially Responsible Investing (SRI), and Growth and Income Investing of U.S. companies.

Asset Management Services

Socially Responsible Investing (SRI)

“Doing well by doing good” is gaining favor with an increasing number of investors, especially women and young adults. SFE has pursued socially responsible investing, or SRI, for more than a decade. SFE offers clients two SRI options, a customizable portfolio or a mutual fund.

The Pathways™ (SRI) All-Cap strategy is an SRI portfolio available in separately managed accounts of $100,000 or more. Clients can customize their portfolios or invest in securities selected by SFE. In contrast to many SRI portfolios, Pathways™ goes beyond excluding companies whose products are deemed harmful, and instead actively searches for companies that benefit society.

The Highmore Sustainable All-Cap Equity Fund (HMSQX) is a socially responsible investing mutual fund offered by Highmore Group Advisors LLC, an asset management firm with offices in New York, London and Los Angeles. SFE was chosen to serve as Sub-Advisor to the fund in 2018. The fund typically invests up to least 80% of its assets in equity securities of companies of any market capitalization that in SFE’s judgment are “doing well by doing good,” or that are making the world a better place through sustainable business practices and good corporate citizenship. The fund does not invest in companies related to alcohol, weapons, tobacco, pornography, and environmental harm.

SFEIC Growth and Income

Growth and Income Investing

Reducing risk is a high priority at SFE.  Companies with strong earnings outlook or companies with a history of paying dividends can potentially cushion portfolios in market declines.

SFE’s US Equity All-Cap Core Growth & Income  strategy is a portfolio available in separately managed accounts of $100,000 or more. Clients can customize their portfolios or invest in securities selected by SFE. The strategy seeks to produce long term returns that outperform the S&P 500 Index while taking less-than-market risk. The strategy is a concentrated portfolio with approximately 20-30 positions in U.S.-listed securities that are poised for growth and/or have a solid history of dividend payments.

Growth and Income Investing

Reducing risk is a high priority at SFE.  Companies with strong earnings outlook or companies with a history of paying dividends can potentially cushion portfolios in market declines.

SFE’s US Equity All-Cap Core Growth & Income  strategy is a portfolio available in separately managed accounts of $100,000 or more. Clients can customize their portfolios or invest in securities selected by SFE. The strategy seeks to produce long term returns that outperform the S&P 500 Index while taking less-than-market risk. The strategy is a concentrated portfolio with approximately 20-30 positions in U.S.-listed securities that are poised for growth and/or have a solid history of dividend payments.

SFEIC Growth and Income