BAYNES INVESTMENT COUNSEL LLC

Overview

Baynes Investment Counsel LLC is an independent, owner-operated registered investment adviser focused on serving individuals and families. The firm combines fee-based financial planning with portfolio management for individuals and small businesses and supplements client engagement with educational seminars and workshops. Its fee model is flexible—charging a percentage of assets under management as well as hourly, fixed-fee, and performance-based arrangements—which allows it to tailor engagement models to different client needs. Investment activity centers on public funds and mutual funds as the primary building blocks of client portfolios, while the firm also allocates to a range of third-party alternative managers. Baynes Investment Counsel is listed as a sponsor, general partner, or managing member of pooled investment vehicles, indicating it sometimes takes an active role in structuring or operating pooled vehicles alongside allocating to external managers. The adviser does not identify as an active ESG investor, and it does not serve as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices