New York, NY February 28, 2019— Capital Counsel, an independent investment adviser based in New York City, has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers.
Capital Counsel’s Belle Meade Associates (BMA) composite received the highest ranking in the Bull & Bear Masters category for US Equity Commingled Funds for the three-year period ending December 2018.
The prestigious Bull & Bear Masters top ranking is awarded to the Investment Manager that has outperformed its benchmark during periods of positive returns (Upside Market Capture) and declined less than the benchmark during periods of negative returns (Downside Market Capture.)
“This award is a reflection of our investment strategy. It reflects our commitment to excellence and our dedication to helping clients preserve and grow their wealth. We are proud to be recognized as a Top Gun Investment Manager by Informa Investment Solutions”, said Terence S. Greene, President.
Capital Counsel delivers exceptional client service and bespoke wealth advisory services. The work of building wealth is approached with an understanding of clients’ objectives and concerns and provides clients with the resources and expertise to address the various aspects of their financial life. As trusted advisors, the firm recognizes the value of maintaining strong working relationships with accountants, trust & estate attorneys, and other professionals to help clients preserve and grow their wealth.
Capital Counsel’s Belle Meade Associates (BMA) Composite was also was named a Top Gun in the 2- and 3-Star Categories, with the number of stars representing continued performance over time.
2-Star Category: Capital Counsel’s Belle Meade Associates Composite was a top ten performer within the US Equity Commingled Funds Universe, based on returns for the one-year period ending December 2018.
3-Star Category: Capital Counsel’s Belle Meade Associates Composite was a top ten performer within the US Equity Commingled Funds Universe, based on returns for the three-year period ending December 2018.
Through a combination of Informa Investment Solutions’ proprietary performance screens, PSN Top Guns are well-respected industry rankings that are widely used by institutional asset managers and investors. Informa Investment Solutions is part of Informa Financial Intelligence, a leading provider of critical decision-making solutions and custom services to financial institutions.
“PSN Top Guns, which ranks products in six categories in over 50 universes, is a go-to resource for institutional asset managers and investors in their decision-making process,” said Ryan Nauman, VP, product and market strategist at Informa Financial Intelligence. “Congratulations to Capital Counsel on being named a PSN Top Gun. This highly respected ranking spotlights the performance of leading investment managers each quarter.”
The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns.
For more details on Capital Counsel’s proprietary equity strategy please contact firstname.lastname@example.org
About Capital Counsel LLC
Established in 1999, Capital Counsel is an independently owned S.E.C. Registered Investment Adviser based in New York City with assets of $1.6 billion under management. We help clients achieve their financial goals by investing wisely in profitable publicly-traded companies whose managers we know are capable and experienced. Since its inception, Capital Counsel has cumulatively outperformed the S&P 500 Index, with reduced risk. The firm offers investment management and personalized wealth management services to high net worth individuals, family offices, foundations and endowments. For more information please visit www.capitalcounsel.com and follow us on LinkedIn at https://www.linkedin.com/company/capital-counsel-llc/. Past performance is not indicative of future results.
About Informa Investment Solutions
A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions, part of Informa Financial Intelligence, has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest.