ESTATE MANAGEMENT COUNSELORS,LLC

Overview

Estate Management Counselors, LLC is an independent registered investment adviser focused on individuals and families. The firm registered with the SEC in 2018 and is owned by an individual principal. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include a percentage of assets under management, as well as hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and standalone planning projects. Investmently, the firm favors equity exposure as the primary building block of client portfolios. That preference is reflected in its asset mix and suggests a core equity approach—using exchange-traded equities for broad market exposure and selective holdings for client-specific objectives. The adviser is not positioned as a capital allocator running proprietary private funds; instead it sources external managers and products to fill specialty needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices