Johnston Investment

About Johnston Investment Counsel

Johnston Investment Counsel (JIC) is an independent, fee-only financial planning, investment management, and consulting firm headquartered in Peoria, Illinois. Established in 1997, we have guided individuals and institutions towards financial security with a personalized and comprehensive approach.

Our Mission

Our mission is to empower clients to navigate the complexities of their financial lives and achieve their financial goals. We achieve this through open communication, meticulous planning, and personalized strategies tailored to each client's unique needs and aspirations.

What We Do

JIC offers a wide range of financial services designed to address the diverse needs of our clients. Our services include:

Comprehensive Financial Planning

• Income and expense planning
• Goal setting and prioritization
• Risk management analysis
• Asset allocation and portfolio management
• Retirement planning and estate planning

Investment Management

• Equity and fixed income portfolio management
• Concentrated stock position management
• Portfolio rebalancing and optimization
• Performance reporting and review

Special Expertise

• Retirement planning for businesses
• Employee stock options consulting
• Business succession planning
• Comprehensive financial planning for executives, doctors, lawyers, and other professionals

Client-Focused Approach

At JIC, we prioritize transparency and open communication. Our fee-only structure ensures our compensation is aligned with your interests, and our dedicated team works collaboratively with you to develop and implement a personalized financial strategy.

Our Values

• Integrity: We adhere to the highest ethical standards and act in the best interests of our clients.
• Independence: We are not beholden to any institutions or financial products.
• Client-Centricity: Our clients are at the heart of everything we do.
• Transparency: We provide clear and concise information about our services and fees.