Eliot Finkel Investment Counsel, LLC

Eliot Finkel Investment Counsel, LLC is a Registered Investment Adviser founded in 1974 by principal owner Eliot Finkel. The firm specializes in managing portfolios of stocks and bonds, focusing on value, safety, and income through broad economic analysis and fundamental company research. As an independent, fee-only RIA, the firm operates under a fiduciary duty, prioritizing clients' interests. With $183,715,336 in discretionary reportable Assets under Management as of December 31, 2024, the firm caters to individuals, high net worth individuals, pension and profit sharing plans, trusts, and charitable organizations, with a minimum account size of $500,000. Fees are structured based on portfolio value, ranging from 1.25% for assets less than $500,000 to 0.50% for assets over $3,000,000, with negotiable fees billed quarterly. EF Invest does not charge performance-based fees or engage in side-by-side management agreements. The firm's investment philosophy incorporates value, income, and safety principles, aiming to provide prudent advice and loyal recommendations to clients. Clients have investment discretion with the ability to set limitations, and the firm reviews accounts regularly, providing detailed performance summaries. EF Invest does not have custody of client assets, and clients are encouraged to review statements from the custodian. The firm does not vote proxies on behalf of clients and maintains a clean disciplinary record.