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Firm History
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Eads & Heald does not take possession of, nor have access to, client assets. Client assets remain in custody with the brokerage firm of your choice. |
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Eads & Heald does not sell any "off-the-shelf" investment solutions. In building and managing investment portfolios, we only use exchange-traded securities, such as stocks and bonds. |
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Eads & Heald's only revenue is a percent-of-assets under management. Thus, our interests are aligned with client interests. We are penalized if client portfolios decline in value. |
Eads & Heald Investment Counsel was established in 1987 as an independent investment counseling firm registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. The principals and portfolio managers of Eads & Heald Investment Counsel have 95 years of combined investment experience.
We provide portfolio management services to individuals, trusts, family limited partnerships, retirement accounts, profit-sharing plans, endowments, and foundations. We manage equity and balanced portfolios exclusively.
Recognizing that our clients demand individualized portfolio management, we manage each portfolio separately. We do not employ model portfolios, mutual funds, or pooled accounts. Our goal is to build long-term wealth for our clients in keeping with each client's specific set of objectives and constraints. We adhere to a disciplined and time-tested investment philosophy, offer attentive management of client accounts, and are mindful of capital preservation.
We are not a bank. We are not an insurance company. We are not a brokerage firm. We are not financial planners, accountants, or lawyers. We are devoted entirely to equity and fixed income portfolio management. The entire firm is focused on an investment philosophy that has generated attractive returns.
Eads & Heald Investment Counsel combines experience, intellect and integrity in providing objective and professional portfolio management. We deliver the highest level of personal service and maintain the highest ethical standards.
Thank you for taking the time to learn more about Eads & Heald Investment Counsel. We invite you to contact us regarding your portfolio management needs.