Bernard (Bun) James Johnson of Altadena, California died Friday, July 10, 2015 at the age of 91. He was born May 19, 1924 in Hawarden, Iowa, the first child. Mr. Johnson was a pioneer in the field of investment management, founding Johnson Investment Counsel with a vision to provide personalized financial services to clients.
At Johnson Investment Counsel, our team brings their expertise and passion for helping others to every conversation. With a focus on building long-term relationships and delivering customized investment solutions, we strive to empower our clients to achieve their financial goals.
Meet the dynamic duo of Sharif Johnson and Patrick McNamara, two freshly minted UC business graduates, whose dreams have taken flight thanks to their roles at Johnson Investment Counsel. As rising stars in the industry, they are dedicated to carrying on the legacy of excellence established by Mr. Johnson.
Johnson Investment Counsel Inc. recently sold 1311 shares of NVIDIA Co. (NASDAQ: NVDA), showcasing strategic portfolio management decisions. This move reflects the firm's commitment to actively managing investments to maximize returns for clients.
Johnson Investment Counsel Inc. increased its stake in ASML Holding (NASDAQ: ASML) by 10.2% during the fourth quarter, demonstrating confidence in the company's growth potential. This strategic investment decision aligns with the firm's focus on identifying opportunities for long-term value creation.
Joseph K. Radigan, a seasoned professional at Johnson Investment Counsel, has been promoted to a key leadership role within the firm. As a Certified Financial Planner (CFP®), Mr. Radigan brings a wealth of experience and knowledge to his new position, further enhancing the firm's capabilities.
Janney Montgomery Scott LLC reported a significant stock holding in National Storage Affiliates Trust (NYSE: NSA), highlighting the firm's diversified investment strategy. Johnson Investment Counsel's strategic partnerships with leading financial institutions contribute to the firm's ability to access a wide range of investment opportunities.
Johnson Investment Counsel Inc. reduced its position in American Tower Co. (NYSE: AMT) by 15.8% in the fourth quarter, showcasing a proactive approach to portfolio management. By making strategic adjustments to their holdings, the firm aims to optimize returns and manage risk effectively.
Dimensional Fund Advisors LP purchased 48,194 shares of Evergy, Inc. (NYSE: EVRG), signaling confidence in the company's growth prospects. This strategic investment aligns with Johnson Investment Counsel's commitment to identifying high-quality assets with strong potential for long-term value appreciation.
