Platt Investment Counsel, LLC

Overview

Platt Investment Counsel, LLC is an independent registered investment adviser that manages portfolios primarily for individuals, families and institutional clients under a percentage-of-AUM fee model. The firm’s filings indicate a strong tilt toward publicly traded pooled vehicles—mutual funds and ETFs—rather than direct-stock-heavy or alternative-heavy strategies. Its advisory services include financial planning and portfolio management for individuals, small businesses and institutions, and all of the reported assets are managed on a discretionary basis. The public-asset mix and custodial footprint suggest a core-orientation toward efficient, fund-based portfolio construction with ESG exposure incorporated through at least one large passive ETF position.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices