My Approach

Every investor’s circumstances and objectives are unique. At Wickham Investment Counsel I manage accounts on a segregated, not pooled basis, so that each client’s investment objectives and tax considerations can be accommodated. I develop a comprehensive and fully customized investment policy statement for each client, and portfolios are custom tailored based on those requirements. Particular attention is given to the risk tolerance, investment objectives, time horizon, and income requirements of each client, and this is translated into the construction of their personalized portfolio.

I feel the most important investment risk is failing to meet the client’s investment goals.

Keep Reading >

Asset Allocation & Stock Selection

Asset allocation and stock selection is my key component and is the most important determinant of investment performance. My objective is to find those special companies, either large or small, that I believe will have continuing growth over an extended period of time. I undertake extensive independent investment research analysis to develop an in depth knowledge of each of our equity holdings. I meet with company management, rigorously scrutinize their financial statements and closely monitor their progress. In order to outperform the market averages for the assigned asset class without taking on undue risk, it is imperative portfolio managers conduct research beyond the databases and brokerage reports relied upon by others. My stock selection is based on independent thought and research without being exposed to external pressure in any buy or sell recommendations. I maintain a healthy skepticism of consensus opinion and fundamental wisdom.

Keep Reading >

Working Together

I am compensated for my service based on a percentage of your assets and not by transaction commissions, and management fees can be tax deductible. My goals and my clients’ are therefore aligned.

Mutual funds are the entry-level mass-market version of managed money, and serve as an excellent introduction to the concept providing small investors with diversification, acceptable rates of return, and peace of mind. Fund investors however need to take the next logical step in their investment lives and graduate to an up-scale diversified personalized portfolio.

Research by Investor Economics Inc. report there is an extensive shift going on among affluent investors from retail mutual funds to investment counselors, like Wickham Investment Counsel. Are you ready?