Sfe Investment Counsel
SFE Investment Counsel Inc. is a Los Angeles-based SEC-registered investment adviser founded over 45 years ago, serving individuals, families, businesses, non-profits, and other advisory firms. The firm specializes in comprehensive wealth management and financial planning, including estate planning, tax strategies, retirement planning, and socially responsible investing. With approximately 11 employees, SFE Counsel provides active asset management and personalized service to clients across a range of financial and professional backgrounds.
Investment Strategy
SFE Investment Counsel offers actively managed investment portfolios tailored to the needs of high net worth individuals, families, non-profits, and businesses. Their strategy emphasizes customized asset allocation and security selection, focusing on helping clients achieve financial goals through disciplined portfolio management, risk control, and comprehensive financial consultation. The firm assists clients with holistic wealth planning, integrating investment advice with estate, tax, retirement, and philanthropy considerations, and is equipped to handle socially responsible investment mandates. SFE maintains a client-focused philosophy and detailed due diligence on investments to support long-term client objectives.
Top Holdings
Equity Positions (141)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.68% | $26.6M | 53,411 | $384.97 | $497.41 | +$16.4M |
N NVDA | NVIDIA CORPORATION | 3.96% | $22.5M | 142,312 | $11.10 | $157.99 | +$7.1M |
J JPM | JPMORGAN CHASE & CO. | 3.27% | $18.6M | 64,092 | $115.26 | $289.91 | +$3.6M |
A AAPL | APPLE INC | 3.23% | $18.3M | 89,398 | $40.16 | $205.17 | -$1.2M |
A AMZN | AMAZON COM INC | 3.13% | $17.8M | 81,046 | $123.80 | $219.39 | +$3.9M |