Toepel Investment Counsel, Inc.

Overview

Toepel Investment Counsel, Inc. is an independent, owner-operated registered investment adviser that provides portfolio management primarily to individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management (the vast majority of its AUM is discretionary). It is not positioned as a capital allocator or a pension consultant, does not identify as an active ESG investor, and is not registered as a multi-state adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives