VOORMAN INVESTMENT COUNSEL LLC

Overview

Voorman Investment Counsel LLC is a small, owner-operated advisory firm that manages personalized portfolios for individuals, families and a limited set of institutional clients. The firm favors equity-centered portfolios, deploying a sizable portion of assets into exchange-traded equities while running discretionary strategies for the majority of its clients. Service offerings include ongoing portfolio management for individuals and small businesses and select pension consulting work. Fee arrangements are flexible — percentage of AUM is used alongside hourly and fixed-fee engagements — which supports both ongoing discretionary relationships and project-based advisory work. Investment activity indicates a pragmatic tilt toward liquid public markets complemented by selective allocations to third‑party alternative managers. The firm does not position itself as an ESG-focused manager and operates on a relatively compact scale, which points to tailored portfolios, concentrated holdings where appropriate, and reliance on external managers or product wrappers when client mandates require specialized or less liquid exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices