INVESTMENT COUNSELORS OF REDLANDS LLC

Overview

Investment Counselors Of Redlands LLC is a small, privately owned advisory firm focused on serving individual and family clients as well as small businesses and institutional business accounts. The firm charges a percentage-of-AUM fee and concentrates its client work on discretionary portfolio management. Its filings show it is not positioned as an ESG-oriented or multi-state adviser, and it does not act as a pension consultant or related adviser. From an investment posture, the firm appears to run a core public-funds-based approach supplemented by allocations to third-party alternative managers. Public mutual funds make up the bulk of on-platform assets, while hedge funds, real estate vehicles and managed futures are used as complementing exposures to manage risk, provide diversification and seek non-correlated returns.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices