NEO Investment Counsel, LLC

NEO Investment Counsel provides ongoing portfolio management and investment counseling to individuals and high‑net‑worth clients, and also serves pension and profit‑sharing plans as well as charitable organizations. It prepares a written Investment Policy Statement for each client and offers both discretionary and non‑discretionary management with no account minimum.

The firm's investment process combines fundamental and technical analysis with a long‑term trading orientation and typically emphasizes large‑cap equities, while also using mutual funds, ETFs and fixed‑income instruments including Treasury inflation‑protected securities. Portfolios are tailored to clients’ goals, tax considerations and documented risk tolerances, and the firm states a policy of seeking fair and equitable allocation of investment opportunities across client accounts.

Notably, NEO’s client mix includes pension/profit‑sharing plans and charitable organizations—client types that are relatively uncommon among independent advisers—and it manages a modest number of accounts with a substantial level of assets, indicating a concentrated client base. The firm does not engage third‑party subadvisers, relies on Schwab Institutional for custody and access to institutional trading and research services, and conducts monthly portfolio reviews with clients while providing quarterly custodian statements.