Sfe Investment Counsel Inc.

SFE Investment Counsel Inc. is an independent investment advisory firm based in Los Angeles, operating as an SEC Registered Investment Advisor since 1977. Led by Principal Owner Jon M. Kmett, the firm specializes in providing personalized investment supervisory services to a diverse client base, including individuals, families, trusts, charitable organizations, and institutional investors. SFE's investment philosophy emphasizes asset allocation as the key driver of portfolio performance, focusing on long-term capital preservation and appreciation through a total return approach. SFE offers various advisory services, including separately managed accounts tailored to individual client needs, dual-contract relationships with other RIAs, model portfolio services, and participation in third-party separate account manager programs. The firm's investment strategies involve a disciplined approach combining fundamental, technical, and cyclical analysis for equity investments, and a focus on fixed income securities to reduce portfolio volatility. SFE's core strength lies in managing concentrated portfolios of US equities, often with a fixed income allocation. Clients can expect transparent fee structures based on a percentage of assets under management, with annualized rates varying based on the account size. SFE does not accept performance-based fees and operates as a fiduciary, acting in the best interests of clients. The firm's investment discretion allows for proactive account supervision and adjustments aligned with client objectives and market conditions. SFE's commitment to ethical standards is evident through its Code of Ethics, ensuring client interests are prioritized. The firm's brokerage practices involve selecting custodian/brokerage services that offer advantageous terms for clients, with Charles Schwab & Co., Inc. being a key partner. SFE also participates in the Schwab Advisor Network program, receiving client referrals and support services from Schwab.