Capital Counsel is an independent investment management firm based in New York City, specializing in concentrated portfolios of large and mid-cap companies in the U.S. or with significant U.S. operations. With a meticulous and disciplined investment process, they focus on in-depth research and the management capabilities of the companies they invest in.
Founded in 1999, Capital Counsel serves high-net-worth individuals, families, foundations, and endowments, aiming to help clients achieve their financial goals by preserving and growing their wealth. As responsible stewards, they prioritize independence, expertise, partnership, practical thinking, integrity, and alignment with their clients' interests.
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