Kensington Investment Counsel

Kensington Investment Counsel provides discretionary investment management to individuals, trusts, corporate and public retirement plans, businesses and nonprofit organizations, managing roughly $310 million across about 115 client accounts. Services focus on equity, balanced and fixed‑income portfolio management; the firm does not participate in wrap‑fee programs and reports no non‑discretionary assets under management.

The firm employs both fundamental and technical analysis and offers four primary strategies—Large Cap Core, Persistent Dividend, Mid Cap, and Income Equity—typically with a three‑ to five‑year investment horizon. Portfolios are generally managed with relatively low turnover (historically under 20%), and Kensington supplements traditional research with AI and machine‑learning tools as part of its investment process.

Distinctive disclosures include the firm’s explicit use of AI in research and a thorough acknowledgment of attendant risks (data quality, intellectual‑property and cybersecurity concerns), alongside a statement that it relies on outside parties and has limited internal cyber and disaster‑recovery plans. Kensington also notes employee accounts are managed similarly to client accounts, a back‑office relationship with Bullseye IG LLC, and an explicit proxy‑voting policy that allows clients to retain or delegate voting authority.