our accounts


​We manage the following types of accounts:

  • ​Personal
  • Joint
  • Traditional IRA & Rollover IRA
  • Roth IRA, SEP IRA & Simple IRA
  • Educational IRA
  • Trusts & Estates
  • 401(k) & 403 (b)


​The services of Steele Investment Counsel, Ltd. are customized to meet the individual needs of each client.  We are committed to providing appropriate performance while maintaining our fiduciary obligations.  Steele Investment Counsel, Ltd. undertakes the research, analysis and selection aspects of portfolio management that are a necessary, but time-consuming part of asset management.  On a quarterly basis, clients receive a comprehensive report showing their current and historic results, current holdings, and asset allocation.  Included is a detailed performance analysis of investment results (both short and long-term).  These reports provide clients and their other advisors, such as accountants and attorneys, with timely information on their investments and hold us accountable to their needs.

Steele Investment Counsel, Ltd. provides fee-only investment advisory services to individuals, employers, professionals and trusts.  We are dedicated to developing personal and customized relationships with our clients.  Doing so helps us understand not only their history and current financial situation, but also their goals for the future.

Our Clients


  • Individuals and Families - Asset allocation strategies based on risk profiles are committed to long-term wealth creation and preservation.  We constantly monitor investments with appropriate diversification techniques to keep assets invested safely toward targeted goals.


  • Employers - Corporations, sole proprietorships and partnerships have relied on Steele Investment Counsel, Ltd. for years to manage retirement accounts for employees and for business counsel.


  • Professionals - Physicians, attorneys and accountants work with the firm to assist them and their clients in developing trusts, obtaining estate advice or gaining a better understanding of their current tax situation.

Our Services


 





Steele Investment Counsel, Ltd.

Investment Advice & Portfolio Management