- Top Workplaces
- 1919 Investment Counsel LLC
1919 Investment Counsel LLC
Purpose
1919 Investment Counsel was founded on the belief that no two clients are alike and that there was a need for independent counsel provided by dedicated professionals
who always put a client’s interests first. We believe that is as true today as it was 100 years ago. Our unwavering commitment to creating investment solutions tailored
to each client has been a hallmark of our firm.
who always put a client’s interests first. We believe that is as true today as it was 100 years ago. Our unwavering commitment to creating investment solutions tailored
to each client has been a hallmark of our firm.
Vision
1919 Investment Counsel provides highly tailored financial advice to wealthy individuals, families, trusts, foundations and
institutions. Our goal is to provide superior risk-adjusted goals and values based performance through high conviction ideas, tax sensitive turnover and well thought out buy and sell disciplines. For individuals and families we also add significant value through provision of counsel and insight on the interrelated financial issues of investment strategy, liquidity management, risk management and generational as well as financial planning. Our competencies also include: Investment Management & Research, Strategic Asset Allocation, Estate & Trust Planning, Family Office Services, Next Generation Services, Philanthropic Strategies, Socially Responsive Investing, Woman & Wealth and Inclusive Investing.
institutions. Our goal is to provide superior risk-adjusted goals and values based performance through high conviction ideas, tax sensitive turnover and well thought out buy and sell disciplines. For individuals and families we also add significant value through provision of counsel and insight on the interrelated financial issues of investment strategy, liquidity management, risk management and generational as well as financial planning. Our competencies also include: Investment Management & Research, Strategic Asset Allocation, Estate & Trust Planning, Family Office Services, Next Generation Services, Philanthropic Strategies, Socially Responsive Investing, Woman & Wealth and Inclusive Investing.
Mission
Each of our clients is unique, and we are committed to understanding their specific
values and goals. Our loyalty to clients governs the counsel we provide, bringing clarity to their complex financial lives. We are passionate about consistently delivering an extraordinary client experience.
values and goals. Our loyalty to clients governs the counsel we provide, bringing clarity to their complex financial lives. We are passionate about consistently delivering an extraordinary client experience.
Additional Culture Details
We believe that 1919’s culture of freedom within a framework of corporate and ethical standards enables all of our colleagues to be meaningful participants in the success as well as the governance of our firm. One of our strongest priorities is 1919's dedication to doing the right thing which is paramount in all of our dealings—whether acting on behalf of our clients, our employees, or our environment. We actively encourage our associates to lend their time and talent to organizations across our communities to volunteer and we also provide matching charitable giving programs. Our associates foster, support and value an inclusive, diverse, equal and aware workforce, through the sharing of ideas, training, mentoring, recruitment and retention programs.
Headquarters
Baltimore, MD
Employees
126 US Employees
Industry
Financial Advisors
Recent Awards
Company Snapshots
