INVESTMENT SIMPLIFIED

A solution that begins with a thorough
understanding of your hopes, needs, and conditions…
We exist solely to enable individuals like you to achieve
goals like yours.

YOU

Our clients are the reason we’re here. We strive to meet the needs and objectives that are uniquely yours.

Solutions

We help to identify and manage the broad range of proprietary investment solutions to achieve your goals.

Edwin Kuffner

Heather Meyer

Jeff Wimbish

Jon Wimbish, CFA.

Marti DiIorio

Richard “Dick” Wimbish

KIC TEAM

Seasoned professionals capable of building a sound
strategy to help your investments grow and prosper.

Welcome to Kensington Investment Counsel

Investing is a big part of the way we all work to realize our dreams. Whether we aspire to retire comfortably, to provide for the education of our families, or to support good works in our communities, achieving the financial means to do so shouldn’t be intimidating, stressful, or anxiety producing. Investing should be empowering.

Meet Kensington Investment Counsel, a different kind of advisor, one that designs personalized investment solutions to meet the needs of individuals like you. We aren’t salespeople for mutual funds, hedge funds, or Wall Street brokerages. We’re independent of all that and unencumbered by corporate quotas and bias. We are advocates and counselors for our investor-clients first, foremost, only, and forever.

As a Kensington client, you will meet directly in relaxed, thoughtful discussions with the portfolio managers who will select securities for your account and monitor its holdings every day. In this way your portfolio will reflect not only your investment objectives but also the personal values you hold about wealth, income, investing, and risk.

If you are seeking a solution that begins with a thorough understanding of your hopes, needs, and conditions, then welcome. Kensington Investment Counsel exists solely to enable individuals like you to achieve goals like yours. We view our fiduciary duty to clients above all else. We invite you to learn more about us and our approach. Please read on or give us a call at (562) 983-6677 or contact us for a personal consultation.