Large Asset Base Johnson Investment Counsel manages over 20 billion dollars in assets across the United States, indicating a substantial client base and significant investment capability, making them a prime target for premium financial products and advanced wealth management solutions.

Independent and Fiduciary As an independent fee-only fiduciary firm with employee ownership, Johnson Investment Counsel values transparency and long-term client relationships, which aligns with opportunities for customized advisory services and high-margin financial planning offerings.

Diverse Clientele Serving individuals, corporations, foundations, and retirement plans across all 50 states, the firm’s broad client spectrum presents tailored product opportunities, including estate planning, tax strategies, and specialized investment vehicles.

Recent Investments The firm actively invests in ETFs, individual equities, and pharmaceuticals, suggesting openness to emerging asset classes and alternative investment opportunities, creating potential for innovative financial products and diversification strategies.

Industry Engagement Participation in professional seminars and high-profile industry events indicates a commitment to staying at the forefront of financial trends, providing opportunities to introduce novel fintech solutions, client engagement tools, and performance analytics platforms.