R.H. Dinel Investment Counsel, Inc.
R. H. Dinel Investment Counsel, Inc. is an independent investment adviser based in West Los Angeles, California, founded in 1992 by Richard H. Dinel and Joyce K. Dinel. The firm provides discretionary management of securities portfolios, primarily for approximately 30 high net worth clients and families, with a client tenure of over 15 years on average. The firm is characterized by a highly personalized approach, developing detailed investment policies tailored to each client, and focuses on long-term relationships across generations.
Investment Strategy
R. H. Dinel Investment Counsel primarily emphasizes customized portfolios centered on common stocks, with supplementary investments in government, corporate, or municipal bonds as needed. The firm develops detailed investment policies based on in-depth interviews with clients about their financial situations and goals. Their strategy focuses on identifying industries with positive prospects and investing in companies within those sectors for the very long term. Ongoing portfolio management ensures alignment with evolving company prospects and client needs, with a preference for holding investments for extended periods ('forever' being an ideal). The client-centric approach prioritizes achieving unique financial goals.
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 16.61% | $25.7M | 49,690 | $115.08 | $517.95 | +$916.2K |
M META | META PLATFORMS INC CL A | 7.50% | $11.6M | 15,825 | $131.93 | $734.38 | -$58.7K |
O ORCL | ORACLE CORP | 7.22% | $11.2M | 39,800 | $45.15 | $281.24 | +$1.9M |
T TMO | THERMO FISHER SCIENTIFIC INC | 6.18% | $9.6M | 19,746 | $252.47 | $485.02 | +$1.6M |
A ADBE | ADOBE SYSTEMS INCORPORATED | 5.62% | $8.7M | 24,705 | $257.68 | $352.75 | -$843.2K |