Independent RIA Scale Johnson Investment Counsel is a large independent RIA serving clients across all 50 states with assets under management exceeding $20 billion, indicating a mature custody and advisory platform that can be leveraged for cross-sell of specialized strategies and trust services.

Fiduciary and Fee-Only The firm’s fiduciary, fee-only model strengthens trust with high-net-worth individuals and institutional clients, presenting an opportunity to position enhanced reporting, ESG or impact investing options, and bespoke fiduciary governance products.

Technology Stack Utilization of Salesforce, HubSpot, Microsoft 365, and marketing engagement tools suggests readiness for integrated client journeys; sales opportunities exist to offer advanced data analytics, CRM-driven onboarding, and digital client experiences to improve acquisition and retention.

Growth and Talent Recent leadership hires and expansion in the Central Ohio market indicate an active growth strategy; partner with them to provide scalable transition planning, wealth process outsourcing, and outsourced CIO services for expanding client bases.

Productive Partnerships New distribution arrangements with Ultimus Fund Distributors and active ETF/asset investments show openness to product partnerships; explore cross-sell of mutual funds, strategic model portfolios, custody solutions, and fund distribution support.