Lee Robertson <br />Portfolio Manager
Lee Robertson
Portfolio Manager

Our analysts and portfolio managers work together to develop collective thought regarding asset allocation and investment strategies—equity, fixed income and alternative investments. The resulting perspectives are powerful, independent and are for the sole benefit of our clients.

Our Approach

At 1919 Investment Counsel, the first step is for our portfolio managers to work with your investment committee to gain an  understanding of your institution’s financial situation, including long-term goals and short-term needs.  Then we create and implement an investment plan customized to reflect your unique circumstances.  Periodic review of your institution’s financial situation enables us to make sure your plan evolves as you do.  

Average 29 Years Experience

Enjoy fully customized solutions with responsive service.  Our portfolio managers average 29 years of experience attending to investments as well as client service.  

Comprehensive Investment Counsel

Our core capabilities are investments in large- and mid-cap equities and domestic fixed income.  In addition, we offer access to an array of premier investment managers in varied disciplines with diverse asset class specialties.  We can accommodate your specific needs, offering asset strategy allocation and investment policy consulting for all or part of your portfolios.  

Investment Process

We adhere to a disciplined investment process that relies on proprietary, independent research from our own analysts and the collective expertise of our portfolio managers.

Locations
Locations
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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