How We Work

Value Sciences Investment Counsel primarily manages discretionary investment portfolios for private clients, including:

• Taxable individuals
• Estates and trusts
• Retirement plans
• Endowment funds
• Foundations
• Holding companies

Many of our clients have come to us as referrals from existing clients, accountants, and lawyers. Our record of client retention and successful referrals is directly attributable to the consistent performance and exceptional personal service.

Some of our clients are very interested in finance and economics but are simply too busy with family and career to devote the time and resources required to properly manage their own financial assets.

We manage portfolios for some very successful entrepreneurs who have learned that the talents and skill responsible for their success are not the same talents and skill needed to protect and build wealth for the next generation.

All of our clients recognize that independent investment counsel is vital to achieving consistency of investment results over the long-term.

 

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