Kensington Investment Counsel

Kensington Investment Counsel, LLC is a Registered Investment Adviser founded in 1994 by Richard G. Wimbish. The firm specializes in providing investment advisory services to trusts, corporations, corporate and public employee organizations. Kensington manages client accounts on a discretionary basis, structuring portfolios to maximize performance based on established investment objectives. The firm does not engage in dealing securities and does not participate in a wrap fee program. As of December 31, 2022, Kensington manages $174,278,513 on a discretionary basis. Clients are charged fees based on managed assets, with rates varying depending on the type of portfolio. The firm does not charge performance-based fees and serves various types of clients, including individuals, trusts, retirement accounts, and nonprofits. Kensington uses fundamental and technical analysis to manage equity and fixed income portfolios, offering strategies such as Large Cap Core, Persistent Dividend, Mid Cap, and Equity Income. The firm emphasizes a long-term investment approach, avoiding market timing. Kensington's brokerage practices prioritize best execution for client transactions, and the firm may recommend establishing brokerage accounts with Charles Schwab & Co. for custody and trading services. Clients have the option to vote their proxies or delegate voting to Kensington, with the firm committed to voting in the best interests of clients.