Invest

Investment Research

Understanding companies
from the ground up

Our research process helps us develop a deep understanding of each company’s business and their opportunities for growth.

Independent Thinking

Ideas originate from within the firm, guided by our experience and intellectual curiosity.

Bottom-Up Analysis

We examine each company’s financial results and calculate its free cash flow – the cash left after all the capital expenditures and working capital needs are met.

Long-Term Perspective

We prefer sustainable growth and enduring business models over short-term trends.

Management Insight

We evaluate how and why leadership has achieved its past successes and seek proven, straightforward managers who focus on execution of an achievable business plan.

Continuous Review

We monitor and reassess each holding and ask ourselves whether it still meets our investment criteria.

Capital Counsel typically invests in 12 to 18 large-cap and mid-cap companies based in the U.S. or with large U.S. operations.

We choose these stocks from ideas generated through the investment team’s bottom-up research efforts.
Informed, Long-Term Investors
Value As If Taking Private
Sound Capital Structures
5 Year Average Investment

Portfolio Management

Concentrated portfolios
that compound over time

Our disciplined, research-driven investing focuses on building lasting value through selective ownership and long-term conviction.

Concentrated Portfolios for Compounding Growth

Portfolios typically hold 12 to 18 companies chosen through our rigorous analysis

Long-Term Ownership for Measurable Results

Our patient approach has outperformed the S&P 500 with lower risk since our inception in 1999

Sustainable Results

Investments in high-quality businesses with proven leadership and steady growth tend to decline less during periods of heightened market volatility

Depth of Research. Strength in Execution.

Bottom-up analysis and disciplined decision-making define every portfolio.

Every Holding Chosen with Intention

Each investment is owned with purpose—selected with care and guided by conviction.

Wealth Advisory

Strategic advice designed to
protect and grow your wealth

We help each client define their investment objectives and determine the best way to achieve them

Personalized Guidance

We tailor our advice to align with each client’s goals and circumstances

Long-Term Perspective

We emphasize patience and consistency to support growth across generations

Integrated Approach

We work with your tax and estate planning professionals to create a cohesive strategy

Clarity and Communication

We provide clear communication and answer your questions as they arise

Stewardship

We take our fiduciary responsibility seriously and prioritize your best interest when making recommendations

Beyond portfolio management

Retirement Planning

We provide guidance and strategies that help you prepare for retirement.

Cash Management

We assist you with budgeting, personal bill paying and forecasting.

Tax and Estate Planning

We work with your tax and estate advisors - or advisors we may recommend - to help you implement a tax-efficient plan to preserve your wealth and facilitate inter-generational giving.

Private Banking

We have well-established relationships with institutional lenders who can provide you with short-term and long-term financing.

Charitable Giving

We offer perspectives and assistance on philanthropy, including management and administration of Donor Advised Funds.

Related FAQs

Is your firm registered with the SEC? Yes. Capital Counsel is a registered investment adviser and is regulated by the U.S. Securities & Exchange Commission under the Investment Advisers Act of 1940.
How long has your firm been in business? Capital Counsel LLC was founded in 1999 by F Randall Smith, Terence Greene, James Magid, and Lauren Blum, who have worked together since the inception of the firm. This continuity in leadership has strengthened our intellectual rigor and investment discipline.
Does Capital Counsel hold client assets in its own account? No. Our clients primarily hold their assets at independent custody banks such as Bank of New York Mellon, an industry leader in custody and securities processing. We help clients open accounts at the custodial firm(s) by providing clients with the necessary paperwork and then working with the custodian to ensure a complete and efficient transfer of the assets. The account is established under the client’s name, who maintains full ownership of the assets at these institutions.
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527 Madison Avenue, 19th Floor, New York, NY 10022, U.S.A. | (212) 350-9333
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