1919 Investment Counsel

About 1919 Investment Counsel

With a legacy that goes back to the founding of Scudder, Stevens & Clark (a predecessor firm) in 1919, our core business is providing comprehensive and tailored investment management, strategic asset allocation, financial planning and family office services across our eight offices and $19.8 billion (as of 7/31/21) of assets under management.  Clients include HNW and UHNW individuals, families, foundations, charitable trusts, endowments, religious communities, investment companies, retirement plans and corporations.

Core equity and fixed income portfolios are constructed and managed based on our proprietary fundamental research team.  Multi asset class portfolios can include complementary external manager solutions.

Our comprehensive and tailored approach may include non-investment related matters such as estate planning, tax planning, insurance planning, family education, and philanthropic planning. We have developed in-house knowledge and external resources across these disciplines to assist in planning.

With over 40 years of experience in Socially Responsible Investing, we manage over $2 billion for clients who have expressed specific values and desired impacts for their capital.  To this end, we maintain a dedicated team of Responsible Investing analysts to evaluate companies on variety of Environmental, Social and Governance metrics.