Capital Counsel LLC is an independent investment management firm based in New York City, specializing in concentrated portfolios of large cap and mid cap U.S. companies. Founded in 1999, their disciplined investment process focuses on in-depth research and evaluating management's capabilities to help clients achieve their financial goals.
With a mission to preserve and grow wealth, Capital Counsel prioritizes independence, expertise, partnership, practical thinking, integrity, and alignment as their core values. They work alongside clients as responsible stewards of their money, emphasizing the importance of investing wisely and building long-term relationships based on trust and competence.
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