1919 is a company founded to provide independent advice, responsible strategies, and investment solutions dedicated to achieving goals. With a history of over 100 years, it is considered one of the oldest companies in Baltimore. Read the 1919 Investment Counsel review to get more details before investing in its company.
The primary services of this company are Wealth Management, Family Office, and Financial Planning Services, providing services to high net worth individuals and institutions.
With a history of over 100 years, the company is a wholly-owned subsidiary of Stifel Financial Corporation. Their team consists of 23 Chartered Financial Analysts as well as 11 Certified Financial Planners.
1919 is a company responsible for 46 years for the provision of investment advisory services.
Their services are provided to personal, family, and corporate clients and are committed to achieving clients’ financial goals. 1919 Investment Advisory Experienced teams work to provide you with clear services and tailored solutions for building, conserving, and managing wealth.
The primary purpose of 1919 was to provide advice to families, individuals, and organizations to help them achieve their financial goals. As of June 30, 2021, the company has assets under management of approximately $ 19.3 billion.
1919 Client Types and Minimum Account Sizes
As I mentioned earlier, they provide their services to individuals and families of high net worth. In addition, it provides services to investment companies, corporations, joint ventures, endowments, foundations and charities, pensions, trusts, and estates.
If you plan to set up an account with 1919, a single client will typically require at least $ 2 million in accounts. However, it usually varies from a minimum of $ 10,000 to $ 100,000 for other accounts.
1919 Services provided by the investment advisor
1919 is primarily engaged in investment management services but also plans extensive financial plans for clients. Accordingly, the solutions and strengths meet the needs of a wide range of clients.
The following are some of the financial services they provide in addition to investment services. You can find more information about these services on their official website.
- Financial and estate planning
- Portfolio management
- Family office services
- Women and wealth
- Responsible investing
- Next generation strategies
- Proprietary research
- Strategic assets allocation
They pursue rigorous research and analytical strategies to help clients invest in companies and other organizations with strong returns. 1919 Investment Counsel is committed to collaborating and providing financial-related services to achieve the financial objectives of the clients.
They also have skilled and experienced advisory teams to provide clear services and tailored solutions for wealth building, conservation, and management.
The service you receive from client advisors
It involves studying different aspects of a client’s broader financial and wealth management goals according to their investment plan.
Services you receive from strategic partners
It provides multi-disciplinary resource management solutions and works closely with a wide range of client advisors and strategic partners as part of a team.
1919 Investment is generally charged as a percentage of managed assets. These fees vary depending on the type of client, the size of the account, and the investment strategy used.
The service of 1919 is a rare commitment to do the right thing for every client, every family, and every institution. Realizing the value of privacy, confidentiality, and discretion, they provide excellent financial and consulting services. This article covers the 1919 Investment Counsel Review, and if you want to contact them, go through their official website.
Read other wealth advisor’s Reviews
Recommended reading – Why Wealth Advice is Important to Get Rich?
Wealth/ 10 months ago
What is Management Accounting and Its Functions
Management accounting is also known as managerial accounting. This can also be referred to...
Wealth/ 11 months ago
Advance Capital Management Review
Advance Capital Management has been a leading provider of financial and retirement planning strategies...
Wealth Advisor/ 1 year ago
U.S. Capital Advisors Review
The U.S. Capital Advisors is an integrated financial services company based in Wealth Management,...