On its website the company describes itself as a registered independent investment advisor providing traditional portfolio management for a select number of clients.  Clients include individuals, families, trusts, charitable organizations, and retirement plans.

Portfolios are managed individually within the guidelines and objectives that are established with each client. Our attention to each client enables us to maximize investment returns while being considerate of individual financial security, risk tolerance and investment goals.

Looking at their annual returns page the investment counseling company has delivered annualized returns ranging from 4%-6%.

Investment Counselor New York City is a post from: Daily Investment Tips