1919 Investment Counsel provides comprehensive investment management, financial planning, family office services, and estate and generational wealth planning to individuals, families, and institutions. Founded originally as part of historical investment firms and now operating as a wholly owned subsidiary of Stifel Financial Corp., 1919 Investment Counsel builds tailored portfolios focusing primarily on liquid mid- to large-cap stocks, investment-grade fixed income securities, and alternative investments when appropriate. The firm offers a broad variety of specialized strategies, including responsible investing options such as environmental, social, and governance portfolios, Sharia-compliant equity, and tax-responsive fixed income. Portfolio managers work directly with clients to design customized investment policy statements reflecting individual time horizons, risk tolerances, tax considerations, and cash flow needs. In addition to continuous portfolio management, 1919 Investment Counsel offers comprehensive financial planning covering cash flow analysis, retirement projections, net worth reviews, asset allocation comparisons, and insurance needs analyses, as well as specialized services like philanthropic planning and trust guidance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $40.0M | 0.50% |
| $40M+ | 0.40% |
Standard fee schedule shown is for individual equity and balanced accounts. Fixed income accounts have a separate lower schedule starting at 0.50%. Fees may vary based on prior schedules, wrap fee programs, or relationship size.