SFE Investment Counsel Inc.

Mark Delgadillo is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining SFE Investment Counsel in 2020, he worked at D.A. Davidson & Co. for seven years. SFE Investment Counsel serves a range of clients including individuals, families, trusts, charitable organizations, and institutional investors, offering customized investment supervisory services. The firm’s approach focuses on asset allocation, long-term holding strategies, and concentrated equity portfolios supported by fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Gregory Giauque is a financial advisor at SFE Investment Counsel Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SYBCI for eight years before joining SFE Investment Counsel in 2023. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach with concentrated portfolios, combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Jeffrey Eisfelder is a CFP® professional with 22 years of industry experience, currently serving at SFE Investment Counsel Inc. He previously spent ten years at First Foundation Advisors. Outside of his advisory role, he is the sole licensee owner of GBG Southeast, a youth travel baseball organization in the Southeast. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm focuses on asset allocation and a total-return approach with concentrated equity portfolios, combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Jon Kmett is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, with 37 years of industry experience. He has been with SFE since 2007 and previously worked at Stern Fisher Edwards Inc. for 27 years. He holds the Series 63 designation. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients with a focus on asset allocation and a total-return investment approach. The firm offers customized portfolio management, often concentrating holdings and integrating fundamental, technical, and cyclical analysis alongside fixed-income strategies.

Charles Bohlen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding a Series 65 designation. He joined SFE Investment Counsel in 2026 and has prior experience at New Sun Partners LLC, Renewable Resources Group LLC, CreateSafe, Inc., and Metamason, Inc. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Charles Bohlen is a CFA® charterholder with 28 years of industry experience and has been with SFE Investment Counsel Inc. since 2007. Prior to that, he worked at Stern Fisher Edwards Inc. from 2001 to 2016. He holds Series 63 and Series 65 licenses and is based in Los Angeles, CA. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm focuses on asset allocation and a total-return investment approach, managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering.

David Thomsen is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at SFE Investment Counsel since 2007 and previously at Stern Fisher Edwards Inc. from 2006 to 2016. Outside of his advisory role, Mr. Thomsen volunteers at the New Center for PsychoAnalysis, a school for mental health professionals, dedicating about 10% of his time to this activity. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Edward Ternan is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, with 20 years of industry experience. He has been with SFE Investment Counsel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Ternan is a 50% owner of SilverWise LLC, a business that assists families with aging-related issues. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering.

James Moylan is a CFA® charterholder with 18 years of industry experience. He has been with SFE Investment Counsel Inc. since 2007, following a prior role at Stern Fisher Edwards Inc. Moylan holds a Series 63 license and is based in Los Angeles, CA. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients with individualized investment supervisory services. The firm emphasizes asset allocation, a total-return orientation, and concentrated portfolios typically consisting of 20–25 equity positions, combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Peter Bohlen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding a Series 65 credential. He joined the firm in 2026 and has prior experience in film and television production. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients with a focus on asset allocation and a total-return investment approach. The firm manages concentrated portfolios using fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.