Federated Investment Counseling is a registered investment advisor and an indirect, wholly-owned subsidiary of Federated Hermes, Incorporated. The firm provides continuous investment supervisory services, model portfolio management, and discretionary and non-discretionary investment advisory services. It manages a wide array of account types, including separately managed accounts, wrap fee programs, pooled investment vehicles, private funds, and proprietary accounts. The firm utilizes multi-strategy investment approaches encompassing fundamental, technical, cyclical, and quantitative analysis. Its strategies span domestic and international equities, large and small capitalization stocks, taxable and tax-exempt fixed income, money market and liquidity solutions, and municipal bond portfolios. Federated Investment Counseling primarily serves high net worth and institutional investors, corporations, pension plans, trusts, charitable foundations, and government entities, often operating as a sub-advisor within wrap fee programs or providing model portfolios to third-party financial intermediaries.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.50% |
Schedule represents Small Cap Separate Accounts. Other strategies have distinct schedules. Fees are negotiable.