Wilkins Investment Counsel, Inc logo

Wilkins Investment Counsel, Inc

Updated today

Client assets under management

$1,013,121,313

Clients

196

90% high-net worth

Advisors

5

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

39

Low

Average account size

$5,168,986

About

Wilkins Investment Counsel provides discretionary portfolio management and customized investment advice to individuals, high‑net‑worth families, foundations, endowments, and certain outside trustees and private fiduciaries. The firm works directly with clients to develop individualized investment plans and also offers consulting to trustees on economic and market views.

Wilkins employs a fundamentally driven, long‑term investment approach across equity and fixed‑income portfolios, using primary research into company fundamentals and industry characteristics. For fixed income, the firm typically constructs laddered, short‑to‑intermediate‑term, high‑quality bond portfolios intended to mitigate reinvestment risk and is positioned to hold securities to maturity.

The firm manages roughly $1.1 billion across a relatively small number of client relationships, indicating an emphasis on larger, tailored accounts and institutional/private fiduciary work, and is privately owned by its principals. Operationally notable disclosures include a recent amendment addressing artificial intelligence risks and vendor due diligence, and the firm leaves proxy voting rights with clients rather than voting proxies on their behalf.

Client services

Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management

Fee options

Percentage

$0 - $20 million: 0.75% $20 million+: 0.50%

Other

Minimum fee: $15,000 annual minimum fee for individual accounts; $25,000 annual minimum fee for institutional accounts

Main office location

Wilkins Investment Counsel, Inc

160 Federal St., 22 Nd Floor

Boston MA 02110, United States

Number of offices

1

Most active in

Connecticut · Maine · Massachusetts · New Hampshire · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John W

CFA®, CIC, Series 65

Boston, MA

Wilkins Investment Counsel, Inc

John Wilkins is a CFA® and CIC credentialed financial advisor with over 31 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 1989. Based in Boston, MA, Wilkins is part of a six-advisor team at the firm. Wilkins Investment Counsel, Inc. is a registered investment adviser that provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven, long-term investment approach focused on equities and fixed income, and manages approximately $1.08 billion in discretionary assets for around 189 client relationships.

Wealth management Passive / index investing Active portfolio management
user avatar

Zhou F

CFA®

Boston, MA

Wilkins Investment Counsel, Inc

Zhou Feng is a CFA® charterholder and financial advisor at Wilkins Investment Counsel, Inc. in Boston, MA, with over 15 years of industry experience. Prior to joining Wilkins Investment Counsel in 2024, he worked at Rockland Trust for eight years and Bullard, McLeod & Associates, Inc. for five years. Wilkins Investment Counsel, Inc. provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven investment approach with a long-term focus on company fundamentals and valuation, managing approximately $1.08 billion in discretionary assets for a concentrated client base.

Wealth management Passive / index investing Active portfolio management
user avatar

Michael C

CFA®, CIC

Boston, MA

Wilkins Investment Counsel, Inc

Michael Charland is a CFA® and CIC credentialed advisor with 25 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 1997. Wilkins Investment Counsel, Inc. provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm’s investment approach is fundamentally driven with a long-term orientation, emphasizing company fundamentals, valuation, and laddered high-quality bond portfolios typically held to maturity.

Wealth management Passive / index investing Active portfolio management
user avatar

Areeb K

CFA®

Boston, MA

Wilkins Investment Counsel, Inc

Areeb Khan is a CFA® charterholder and financial advisor at Wilkins Investment Counsel, Inc. in Boston, MA, with eight years of experience at the firm and seven years prior experience at Liberty Mutual Asset Management Inc. His career includes a brief period of unemployment between roles. Wilkins Investment Counsel, Inc. is a registered investment adviser serving individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm focuses on fundamentally driven, long-term investment strategies across equities and fixed income, providing customized portfolio management and ongoing wealth management services.

Wealth management Passive / index investing Active portfolio management
user avatar

Shane G

CFA®

Boston, MA

Wilkins Investment Counsel, Inc

Shane Garman is a CFA® charterholder with 12 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 2006. Wilkins Investment Counsel, Inc. is a registered investment adviser that provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven investment approach with a long-term orientation, focusing on company fundamentals and valuation, and manages approximately $1.08 billion in discretionary assets across a concentrated client base.

Wealth management Passive / index investing Active portfolio management
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