SFE Investment Counsel Inc.

Overview

SFE Investment Counsel Inc. is a Los Angeles-based financial advisory firm specializing in investment management and consulting services. Founded in 1977, the firm has been advising clients and other financial advisory firms for more than 45 years. SFE investment professionals have backgrounds in a variety of businesses and avocations, enriching their understanding of finance, law, and accounting, as well as investing. The firm is an independent entity, 100% owned by its employees, and offers personalized wealth management advice to individuals, families, and businesses. Their services include retirement planning, estate planning, insurance, tax planning, and more. SFE is also known for its expertise in Socially Responsible Investing (SRI) and Growth and Income Investing of U.S. listed companies. The firm has been providing investment management advice since 1977 and aims to help clients succeed in their financial goals. They offer a team approach, encouraging client questions and discussions, with many clients on a first-name basis with several professionals on the team. SFE's success is demonstrated by its diverse client base built over forty years, mostly by referrals, as well as by the number of multi-generational family clients in which up to four generations are represented. The firm's investment expertise is twofold: they are stock-pickers focused on investing in superior businesses for clients' portfolios and disciplined portfolio risk managers with a process that frequently rebalances portfolios with an eye on 'trimming high' and 'buying low'.