Capital Counsel Investment Advisors LLC

Capital Counsel manages assets of $1.1 billion as of July 31, 2010 for individuals, families, foundations and endowments. Our clients have no intention of remaking any of the money entrusted to our care. We, accordingly, resist the temptation of trying to prove cleverness by taking heedless risks with their money.

The core of our strategy is stock selection. The unpardonable mistake for us is owning shares in bad businesses. We spend no time researching trading ideas or rationalizing the purchase of popular stocks.

What differentiates Capital Counsel?

We are long-term investors - annual asset turnover in most accounts is less than 30%
We invest in companies, not industry sectors or macroeconomic trends
We evaluate companies as though we were purchasing the business without recourse to selling it
Our in-house research uses fundamental analysis and a free cash flow valuation model to select companies and identify an entry price that provides a "margin of safety"
We maintain frequent and personalized communications with our clients