Patrick Green<br /> Chief Administrative Officer
Patrick Green
Chief Administrative Officer

Creating value for our clients is the bedrock of our culture.

About Us

1919 Investment Counsel 


Our name reflects our focus: to provide counsel that helps families, individuals, and institutions achieve their financial goals.

In a financial world increasingly populated by small boutiques or huge conglomerates,     1919 Investment Counsel is a rare, if not unique, entity.  We have retained the high-service culture and flexibility of a boutique, while utilizing the resources of Stifel Financial Corp.

1919 Investment Counsel is comprised of a trust company with national trust powers  (1919 Investment Counsel & Trust Co., N.A.) and a registered investment adviser    (1919 Investment Counsel, LLC).

An Uncommon Approach

1919 Investment Counsel's timeless approach can help you reach your financial goals.

Firm Facts

  • 16 portfolio managers who average 29 years of experience
  • Proprietary, independent research team for the sole benefit of our clients
  • National trust powers
  • Offices located in Baltimore, Cincinnati, New York, and Philadelphia

We Act As Fiduciaries

As a trust company and a registered investment-advisor firm, we act as fiduciaries and are legally obligated always to act in clients’ best interests.  This is above and beyond the less stringent standard of merely making “suitable” recommendations.


A Dedication to Continuous Learning

In our world where changes occur at an accelerating pace, the task of distilling pertinent information from an assault of data, statistics, and noise makes our jobs at 1919 Investment Counsel increasingly complex, but also extremely rewarding.  

Each year our investment professionals assemble for an internal conference to listen to experts in a range of fields such as economics, psychology, sociology, philosophy and more.   Then we then engage in thoughtful discussions to discover common threads and potential trends that may not be commonly found.  We believe that this scholarly and broad pursuit of knowledge enables us to think differently and help us uncover sustainable investment opportunities to benefit our clients.

To read more about this year’s conference, click here.  

Request More Information

If you would like to speak to someone immediately, please call 844-200-1919. Otherwise, please fill out the following information and one of our colleagues will get back to you as soon as possible with the information you requested

Contact Info Please Contact Me Via
Baltimore, MD

100 International Drive
5th Floor
Baltimore, MD 21202
(844) 200-1919

Cincinnati, OH

600 Vine Street
Suite 2000
Cincinnati, OH 45202
(800) 654-5777

New York, NY

640 Fifth Avenue
9th Floor
New York, NY 10019
(866) 566-0425

Philadelphia, PA

Two Logan Square
Suite 1850
Philadelphia, PA 19103
(800) 806-2732

What We're Thinking

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