Weyhill Investment Counsel, LLC

Weyhill is an independent, fee‑only registered investment adviser that provides investment management, financial planning, and consulting to individuals, families, high‑net‑worth investors, and employer‑sponsored retirement plans; the firm’s brochure also discloses that it serves charitable organizations. It offers both individual portfolio programs and retirement plan advisory/consulting services for employers.

The firm’s investment approach is evidence‑based and grounded in Modern Portfolio Theory, using broadly diversified allocations across equities, fixed income, alternatives, and cash and typically implementing portfolios with institutional mutual funds (including Dimensional Fund Advisors and AQR) and low‑cost ETFs. Clients receive a written Investment Policy Statement, periodic rebalancing, and tax‑aware portfolio management (including tax‑loss harvesting where appropriate), with service programs that scale from accumulation accounts to comprehensive integrated wealth management.

A notable disclosure in the brochure is a prior NASD settlement (October 27, 2005) related to mutual fund recommendations made while the advisor was previously affiliated with a broker‑dealer, which the firm reports without admitting or denying the allegations and notes produced no client complaints. The firm also highlights pension consulting and plan‑level work (including ERISA 3(38) plan manager arrangements, fiduciary governance and benchmarking) and the use of third‑party tooling for held‑away retirement accounts (Pontera) and client reporting (Black Diamond), features that are less common among similarly sized independent advisors.