Portfolio managers at Wickham Investment Counsel are compensated for their services based on a percentage of your assets and not by transaction commissions, and management fees can be tax deductible. Our goals and our clients' are therefore aligned.

Mutual funds are the entry-level mass-market version of managed money, and serve as an excellent introduction to the concept providing small investors with diversification, acceptable rates of return, and peace of mind. Fund investors however need to take the next logical step in their investment lives and graduate to an up-scale diversified personalized portfolio.

Research by Investor Economics Inc. report there is an extensive shift going on among affluent investors from retail mutual funds to investment counsellors, like Wickham Investment Counsel. Are you ready?