Johnson Investment Counsel

Directions Website

Johnson Investment Counsel Delivering peace of mind, trusted counsel, and exemplary service since 1965. In 1965, Timothy E.

Learn how our highly-credentialed, experienced advisors work with you to reach your goals at johnsoninv.com. Johnson, Ph.D., founded Johnson Investment Counsel, an investment management firm that merged proven theories about security analysis and portfolio management with his genuine interest in helping people and institutions. It wasn’t a revolutionary idea or a new way of doing business — he simply brought together two things for which he had great passion. With the help of highly-credentialed, experienced professionals, and knowledgeable staff, we have grown to become one of the state’s largest independent wealth management firms. Johnson Investment Counsel is an employee-owned firm, offering a full range of fee-based, integrated wealth management services, including: investment portfolios, education and retirement planning, cash management, estate planning, trust services, charitable giving, mutual funds, 401(k) plans, IRAs, and more. Johnson Investment Counsel has built strong, long-term relationships with individuals, families, charitable organizations, foundations, and corporations through four integrated divisions - Johnson Wealth Management, Johnson Trust Company, Johnson Family Office Services, and Johnson Asset Management. While we do understand that Facebook is a means of distributing articles and commentary, please be advised that selecting the “Like” button on our page should not considered as an endorsement of Johnson Investment Counsel or its services. In order to adhere to the highest standards of professional conduct, we request that positive reviews, endorsements or recommendations, which could be considered testimonials, not be left on our page as comments such as these could be a violation of securities laws.

Sometimes the question isn't whether you can afford a major purchase, it's where the money should come from.When one cli...
10/15/2026

Sometimes the question isn't whether you can afford a major purchase, it's where the money should come from.

When one client decided to build her dream retirement home, the source of funding had important tax implications. By comparing multiple withdrawal strategies, she was able to make an informed decision that helped reduce taxes and preserve long-term wealth.

Because good planning isn't just about reaching a goal—it's about getting there efficiently.

Read this real client story to learn more: https://www.johnsoninv.com/insights/client-stories/strategic-withdrawals-for-large-purchases-client-story

Explore our full Real Client Stories library: https://www.johnsoninv.com/about/when-life-changes-experience-matters

Join us in welcoming David Kraemer to our team! As a Trust Associate, David manages day-to-day operations of trusts for ...
10/14/2026

Join us in welcoming David Kraemer to our team! As a Trust Associate, David manages day-to-day operations of trusts for Johnson Trust Company/Family Office clients—processing cash movements, setting up new accounts, and managing reporting. He also provides administrative support to Trust Officers as they implement clients’ estate planning goals.

Our employees help us deliver on our mission to clients every day by providing exemplary service with a heart to serve.

Business owners spend years building something meaningful. Having a plan for what happens next is just as important as b...
10/12/2026

Business owners spend years building something meaningful. Having a plan for what happens next is just as important as building the business itself.

On October 13, Trust Counsel Audra Loomis, Esq. will join the Columbus chapter of the Women Presidents Organization to discuss estate planning and business succession strategies for business owners. The discussion will focus on how estate documents, ownership structures, liquidity planning, trusts, and succession goals should work together to help preserve both family and business objectives.

We're excited for the opportunity to connect with such an accomplished group of women leaders from across Central Ohio.

Help us welcome Nicholas Franks to our team! Nick, in his role as a Portfolio Manager Assistant (PMA) in our Wealth Mana...
10/08/2026

Help us welcome Nicholas Franks to our team! Nick, in his role as a Portfolio Manager Assistant (PMA) in our Wealth Management division, is responsible for preparing materials for client meetings, overseeing client accounts, and conducting financial planning analyses using internal software. PMAs work closely with Portfolio Managers, Associate Portfolio Managers, and Client Support Assistants as key members of our client service teams.

Our employees help us deliver on our mission to clients every day by providing exemplary service with a heart to serve.

Financial planning is about more than investments.One client had a highly concentrated stock position and a deeply impor...
10/07/2026

Financial planning is about more than investments.

One client had a highly concentrated stock position and a deeply important goal: providing long-term financial security for a child with special needs. Selling the stock would create significant tax consequences, but doing nothing carried substantial risk.

Through a coordinated strategy, we helped reduce concentration risk while keeping family goals at the center of the plan.

Read this real client story to learn how planning can help balance complexity, risk, and peace of mind.
https://www.johnsoninv.com/insights/client-stories/hedging-for-family-security-client-story

Explore our full Real Client Stories library: https://www.johnsoninv.com/about/when-life-changes-experience-matters

Some of the most important work in investment management happens behind the scenes.Johnson Investment Counsel is seeking...
10/02/2026

Some of the most important work in investment management happens behind the scenes.

Johnson Investment Counsel is seeking an Operations Trading Associate to join our Operations team. We're looking for someone who is detail-oriented, proactive, and interested in the mechanics of how investments are traded, processed, and managed. This role offers the opportunity to work closely with portfolio managers, traders, brokers, and custodians while gaining valuable experience across trading operations and investment management.

If you enjoy solving problems, learning new systems, and being part of a collaborative team that strives for excellence, we'd love to hear from you.

Learn more about Johnson and find the position details here: https://www.johnsoninv.com/about/careers

Divorced with a Large Settlement? A significant settlement doesn't simplify your finances. It multiplies the decisions r...
10/01/2026

Divorced with a Large Settlement?

A significant settlement doesn't simplify your finances. It multiplies the decisions right in front of you. The decisions are layered. And knowing where to begin isn't something anyone prepares you for. You didn't get a roadmap for this. This checklist is a place to start.

Download the step-by-step financial checklist.
https://www.johnsoninv.com/lp/post-divorce-financial-checklist

We are honored to be once again recognized as one of Barron's Top RIA Firms. The 11th annual rankings feature independen...
09/29/2026

We are honored to be once again recognized as one of Barron's Top RIA Firms. The 11th annual rankings feature independent advisory companies based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.
This recognition underscores our ongoing commitment to delivering high-quality, client-focused wealth management services.

We’re grateful for the trust our clients place in us and proud of the continued dedication of our team.

See the full list here: https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1



*Find all disclaimers and disclosures for this ranking here: https://www.johnsoninv.com/disclosures.

Over the past year, the AI bubble has continued to grow with heightened spending on semiconductor stocks. Now, after Ant...
09/24/2026

Over the past year, the AI bubble has continued to grow with heightened spending on semiconductor stocks. Now, after Anthropic’s and OpenAI’s calls to slow down on technology buildout, investors are concerned that the bubble will deflate significantly, leading to one of the market’s biggest pain points.

Our Chief Investment Officer, Charles Rinehart, spoke with MarketWatch's Christine Ji on what comes next for investors following AI trading volatility early this week.

Read Charles’ full take on a potential AI slowdown here: https://www.marketwatch.com/story/chip-stocks-were-a-safe-ai-play-now-theyve-turned-into-the-markets-pain-trade-6029df5e?mod=christine-ji



Disclaimer: Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events, or otherwise.

A slowdown in the pace of AI development wouldn’t necessary dent spending, but there are other reasons semiconductor investors may want to take a measured approach.

We couldn’t be happier to celebrate our CEO, Jason Jackman, and his wife, Amy, for being named recipients of the 2026 Ho...
09/24/2026

We couldn’t be happier to celebrate our CEO, Jason Jackman, and his wife, Amy, for being named recipients of the 2026 Horizon Award!

This award recognizes individuals who have made extraordinary contributions to Northern Kentucky through community leadership — something Jason and Amy have demonstrated for many years.

At Johnson Investment Counsel, we’re proud to work alongside leaders who believe in our values of giving back and making a positive impact where we work and live.

Congratulations, Jason and Amy, on this well-deserved award!

Address

3777 West Fork Road
Cincinnati, OH
45247

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Alerts

Be the first to know and let us send you an email when Johnson Investment Counsel posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share