Toepel Investment Counsel, Inc.

Overview

Toepel Investment Counsel, Inc. is a small, fee-based investment adviser that manages portfolios for individuals and families, with a focus on portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and operates with an individually held ownership structure. Its stated investment preference is equities, and its filings show active deployment into exchange-traded equities as the dominant allocation. Toepel is not positioned as an ESG investor, is not registered as a multi-state adviser, and does not advertise pension consulting or related-adviser services. Investment activity is centered on discretionary portfolio management, allowing the firm to implement equity-oriented allocation decisions for the majority of client assets. Given the concentration in exchange-traded equities, the manager appears to favor liquid, listed instruments to achieve market exposure and to execute tactical or strategic equity allocations across client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices