Lipe & Dalton Investment Counsel

Overview

Lipe & Dalton Investment Counsel is a small, privately owned registered investment adviser that has been SEC-registered since 2006. The firm operates on a percentage-of-AUM fee model and serves both individual and family clients as well as institutional accounts. Its core advisory services are discretionary portfolio management for individuals/small businesses and for businesses or institutions. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser; its owner structure is listed as individual. The firm maintains professional affiliations with accounting and law firms, indicating reliance on outside professional relationships for tax, legal, and other client services. Classification in the source data is unclassified and the record indicates the firm is not a pension consultant, not newly formed, and does not act as a capital allocator.

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Investments & Alternatives