Johnson Asset Management

Our Story

Johnson Investment Counsel has its roots in the academic world, founded by a university finance professor and author who sought to put theory into practice. The firm's guiding principles are based on merging proven portfolio management with a genuine interest in helping people and institutions. Today, the company is home to passionate employees who share the belief that the investment industry can have a positive impact on society and help others.

Our Approach

At Johnson Investment Counsel, we approach investment management with a disciplined mindset, always seeking stability and performance over time. Our investment professionals have years of experience and a time-tested approach that allows us to provide thoughtful solutions to our clients. We build investment portfolios designed to perform well in all market environments and never deviate from our mission of providing consistency and discipline over time.

Fixed Income Strategy

Our fixed-income strategy is focused on providing our clients with a high-quality portfolio designed to outperform the market while providing stability, especially during periods of economic or market stress. We adhere to our unique and proprietary Quality Yield investment approach, and our investment strategies have a track record of consistency. Our Core Fixed Income strategy has outperformed the Bloomberg US Aggregate Index for 15 of the past 20 years net of fees.

Equity Strategy

Our equity strategy provides high-quality solutions designed to protect our clients' investments in down markets and outperform over a full market cycle. We use our high-quality equity solutions to provide protection and growth, offering a strong track record of consistency and stability.

Johnson Mutual Funds

At Johnson Investment Counsel, we offer five publicly available, no-load mutual funds. Our mutual funds provide immediate diversification, allowing our clients to invest in a variety of securities. Our mutual funds are an excellent option for clients looking for a well-diversified investment option.

Our Team

At Johnson Investment Counsel, we have a dedicated team of professionals with extensive experience and understanding of the unique investment needs and requirements of our clients. We don't sell products; we build investment partnerships. Our team is committed to providing customized client service and open, proactive, and transparent communication.

Our leadership team is composed of experienced investment professionals who have a deep understanding of the investment industry. We have a team of portfolio managers, research analysts, and operations professionals dedicated to providing our clients with the best possible investment solutions.

Fixed Income

Our fixed-income team takes a unique and proprietary approach to fixed-income investing. We seek to provide our clients with a high-quality portfolio designed to outperform the market while minimizing risk. Our fixed-income strategies are focused on providing stability, especially during periods of economic or market stress.

Equity

Our equity team takes a high-quality approach to equity investing. We seek to provide our clients with a strong total return profile while protecting their investments in down markets. Our equity strategies are designed to outperform over a full market cycle.

Marketing & Client Services

Our marketing and client services team is dedicated to providing our clients with excellent service. We work closely with our clients to understand their investment needs and requirements, and we provide customized solutions to meet their investment goals.

Compliance & Operations

Our compliance and operations team is responsible for ensuring that we operate within regulatory guidelines and that our operations are efficient and effective. We have a team of experienced professionals dedicated to ensuring that our clients' investments are managed with the highest level of integrity.

At Johnson Investment Counsel, we are committed to delivering high-quality investment solutions designed to meet our clients' unique investment needs and requirements. We approach investment management with a disciplined mindset, always seeking stability and performance over time. Our team is dedicated to providing customized client service and open, proactive, and transparent communication in all aspects of our engagement.