Long Road Investment Counsel, LLC

Long Road Investment Counsel, LLC is a registered investment adviser established in April 2014 by Charles D. Wattles, a CFA with significant experience in investment management. The firm offers discretionary investment management services tailored to clients' specific needs, focusing on equity securities, corporate debt securities, mutual funds, and government securities. As of December 31, 2024, the firm managed $315,645,000 in client assets. For fees, Long Road charges .8% per year on the first $1,000,000 in assets, .75% on the next $4,000,000, and .5% on remaining assets. Fees are billed quarterly in advance based on the initial market value of assets. The firm does not charge performance-based fees and requires a minimum account size of $1 million, with the discretion to waive this requirement. The firm's investment strategies are long-term and growth-oriented, focusing on companies with attractive characteristics. They conduct fundamental analysis and consider various factors in their investment decisions. Long Road does not use solicitors for client referrals and does not vote proxies unless agreed upon in writing. The firm does not have custody of client assets except in specific trust accounts. They do not vote proxies for clients unless authorized and have a Proxy Voting Policy in place. Long Road Investment Counsel, LLC has no financial commitments impairing its ability to meet contractual obligations.