Firm Profile

Councilmark Asset Management was founded as an independent, service oriented, investment management firm and is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. It is designed for those individuals and organizations seeking focused attention in the structure of long term investment programs. Councilmark offers management, service, and reporting for individuals, family trusts, foundations, charitable organizations, and corporations. Our professionals have over 50 years of investment and financial management experience.

Councilmark's philosophy of service and performance is predicated on open and frequent communications with its clients. Councilmark's only business is managing money for its clients. The only revenue source to the company is the fee paid by clients based on a percentage of the market value of assets under management. The firm's minimum account size is $1 million.

Councilmark does not take custody of any assets. Clients of Councilmark select a financial institution to provide custodial and other services that may be required in connection with the portfolio. Councilmark exercises full discretion in the management of client assets in accordance with objectives and guidelines approved by the client. Councilmark's ethical standards are stringent and governed by the Securities and Exchange Commission and CFA Institute (formerly the Association for Investment Management and Research).

Our firm is dedicated to providing the best, most dynamic customer service to our clients. We stay informed on the issues, the laws, and the trends that affect the financial world and we work hard to educate our clients on those trends.

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