Capital Counsel Llc/ny

Investment Strategy

Capital Counsel focuses on managing concentrated portfolios of large- and mid-cap publicly traded U.S. companies, selected through rigorous, bottom-up, fundamental research. The firm's disciplined, valuation-based process emphasizes identifying businesses with strong free cash flow and durable profits, and whose management demonstrates character and capability. The investment philosophy resists taking heedless risks, aligns incentives with clients as a fee-only advisor, and operates with a long-term perspective aiming to preserve and grow client wealth.