Investment Counselors Of Redlands LLC

Investment Counselors of Redlands LLC is a Registered Investment Adviser founded by Mr. James Heine in September 2005, with assets under management totaling $93,451,260 as of December 31, 2024. The firm offers investment management services to individuals, families, trusts, charitable organizations, and businesses. Services include asset allocation, investment selection, and retirement projections. Investment recommendations primarily focus on mutual funds, closed-end funds, and ETFs, with additional options based on client needs. ICR acts as a fiduciary for retirement plans, ensuring the best interests of clients. The firm charges an annual advisory fee of 1.25% on assets under management, payable quarterly in arrears. Clients are required to maintain a minimum account size of $100,000, which may be waived based on specific criteria. ICR exercises full investment discretion for client accounts, with no performance-based fees. The firm does not sponsor wrap fee programs and does not accept compensation for the sale of securities. Clients receive regular account reviews and performance reports. The firm's principals, James Heine and James Cobb, have no disciplinary history and hold professional designations such as Accredited Investment Fiduciary and CERTIFIED FINANCIAL PLANNER™ professional. They are committed to maintaining the highest ethical standards and confidentiality of client information.