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SFE Investment Counsel

Finance · California, United States · <25 Employees

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About

Headquarters

801 S Figueroa St Ste 2100, Los Angeles, Califo...

Phone Number

(213) 612-0220

Revenue

<$5 Million

Industry

Finance General Finance

Recent News & Media

No recent news or media

Who is SFE Investment Counsel

SFE actively manages separate accounts for our clients. This allows us to customize each portfolio for each client. There are also significant advantages in terms of managing tax liability in separate accounts. What is an "Investment Policy Statement"? An Investment Policy Statement (IPS) is a document that captures the goals and objectives of the specific client, which guides the investment decisions SFE makes on their behalf. Many institutional clients come to us with a well-developed and current IPS. Others ask us to help them to design or update a working document. SFE also believes that an IPS is important for each individual investor, so we spend some time reviewing the client's financial condition and investment priorities as the first stage of each new relationship. We then periodically revisit and update the IPS during the course of the relationship. What is a "concentrated portfolio"? In the investment industry, a portfolio is more or less "concentrated" depending on the number of securities it holds - those with fewer securities are more concentrated than those holding more securities. Depending on the size of the account, SFE portfolios hold between 20 and 30 (approximately) stocks, a number which is well below the average mutual fund, which may hold between 120 and 150 stocks, or more.Read more

SFE Investment Counsel's Social MediaPopular SearchesSfe Investment Counsel IncStern Fisher Edwards IncStern Fisher EdwardEdward Fisher InvestmentSFE Investment CounselSIC Code 62,628NAICS Code 52,523Show more

SFE Investment Counsel Org Chart

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Teri McCasland

Vice President & Chief Compliance Officer

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Frequently Asked Questions regarding SFE Investment Counsel

Where is SFE Investment Counsel located?
SFE Investment Counsel's headquarters are located at 801 S Figueroa St Ste 2100, Los Angeles, California, 90017, United States
What is SFE Investment Counsel's phone number?
SFE Investment Counsel's phone number is (213) 612-0220
What is SFE Investment Counsel's official website?
SFE Investment Counsel's official website is www.sfeic.com
What is SFE Investment Counsel's Revenue?
SFE Investment Counsel's revenue is <$5 Million
What is SFE Investment Counsel's SIC code?
SFE Investment Counsel's SIC: 62,628
What is SFE Investment Counsel's NAICS code?
SFE Investment Counsel's NAICS: 52,523
How many employees does SFE Investment Counsel have?
SFE Investment Counsel has <25 employees
What industry does SFE Investment Counsel belong to?
SFE Investment Counsel is in the industry of: Finance General, Finance
What is SFE Investment Counsel competition?
SFE Investment Counsel top competitors include: Sterling Total Wealth Solutions, Selkirk Wealth Advisors LLC, Pillar Wealth Management LLC, Hudson Valley Wealth Management Inc
How do I contact SFE Investment Counsel?
SFE Investment Counsel contact info: Phone number: (213) 612-0220 Website: www.sfeic.com
What does SFE Investment Counsel do?

SFE actively manages separate accounts for our clients. This allows us to customize each portfolio for each client. There are also significant advantages in terms of managing tax liability in separate accounts. What is an "Investment Policy Statement"? An Investment Policy Statement (IPS) is a document that captures the goals and objectives of the... specific client, which guides the investment decisions SFE makes on their behalf. Many institutional clients come to us with a well-developed and current IPS. Others ask us to help them to design or update a working document. SFE also believes that an IPS is important for each individual investor, so we spend some time reviewing the client's financial condition and investment priorities as the first stage of each new relationship. We then periodically revisit and update the IPS during the course of the relationship. What is a "concentrated portfolio"? In the investment industry, a portfolio is more or less "concentrated" depending on the number of securities it holds - those with fewer securities are more concentrated than those holding more securities. Depending on the size of the account, SFE portfolios hold between 20 and 30 (approximately) stocks, a number which is well below the average mutual fund, which may hold between 120 and 150 stocks, or more.Read More

What are SFE Investment Counsel social media links?
SFE Investment Counsel Linkedin page SFE Investment Counsel Facebook page
Is SFE Investment Counsel a public company?
SFE Investment Counsel is private company therefore does not currently have an official ticker symbol
See more information about SFE Investment Counsel

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