Councilmark's philosophy of service and performance is predicated on open and frequent communications with its clients. Councilmark's only business is managing money for its clients. The only revenue source to the company is the fee paid by clients based on a percentage of the market value of assets under management. The firm's minimum account size is $1 million.
Councilmark does not take custody of any assets. Clients of Councilmark select a financial institution to provide custodial and other services that may be required in connection with the portfolio. Councilmark exercises full discretion in the management of client assets in accordance with objectives and guidelines approved by the client. Councilmark's ethical standards are stringent and governed by the Securities and Exchange Commission and CFA Institute.
Our firm is dedicated to serving our clients well. We stay informed on the issues, the laws, and the trends that affect the financial world and we work hard to educate our clients on those trends. We strive to give our clients three things: Time, Comfort, and Confidence.