Shoker Investment Counsel, Inc.
Shoker Investment Counsel, Inc., founded in 1990 and headquartered in Oxford, Ohio, is a fee-only investment adviser offering discretionary portfolio management and financial planning to individuals (including high net worth), pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm has approximately 5 employees and serves clients by providing tailored, objective advice without accepting commissions or selling financial products. It is independently owned, with Randall Shoker as principal owner.
Investment Strategy
Shoker Investment Counsel, Inc. follows a fee-only, fiduciary investment approach, providing discretionary portfolio management and integrating comprehensive financial planning. The firm's strategy focuses on customizing portfolios to each client's goals and needs, using no-commission, evidence-based asset management. Clients remain in control of their assets, and the firm's only compensation comes from client fees—never commissions or product sales. Advice covers a wide range of financial topics, including retirement, estate planning, tax efficiency, and investment selection, with regular communication on market and economic trends.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IJR | ISHARES TR | 11.98% | $38.2M | 349,797 | $85.75 | $109.29 | +$9.8M |
I IJH | ISHARES TR | 9.20% | $29.3M | 473,034 | $36.81 | $62.02 | +$1.8M |
I IEFA | ISHARES TR | 8.95% | $28.5M | 341,944 | $63.98 | $83.48 | +$4.0M |
P PG | PROCTER AND GAMBLE CO | 5.33% | $17.0M | 106,812 | $119.10 | $159.32 | -$1.2M |
S SCZ | ISHARES TR | 3.12% | $10.0M | 136,975 | $57.79 | $72.68 | +$1.6M |