Firm Values and History
Formed in 2005, Ades Investment Counsel, Inc. is a fee-only registered investment advisor based in Los Angeles. Our primary objective is to serve our clients with integrity and impartiality in all aspects of the wealth management process.
We value long lasting relationships with our clients. One way we earn that trust is our fully transparent, fee-only structure that aligns our interests with yours. A fee-only arrangement means that our sole financial compensation comes directly from you, our client. We do not accept commissions or financial compensation from the products or services we recommend. This assures unbiased and completely objective advice pertaining to your specific situation and needs.
Our firm operates independently of any other financial institution. Client assets are custodied at TD Ameritrade Institutional. We have been approved by Dimensional Fund Advisors to invest in their strategies.
Client Experience
Whether its returning a quick phone call or addressing a concern with your account, we pay careful attention to all aspects of our relationship with you. When you become our client, we do everything in our power to give you the comfort and confidence that your affairs are handled in expert fashion. Our goal is to provide security and freedom from worry when it comes to your investments.
One of our chief missions is to provide complete clarity about your investment performance. If you are the type who takes comfort in knowing how your investments are performing regularly, rest assured that we provide you with state-of-the-art technological resources. You receive traditional online access through an independent custodian as well as 24/7 access to our industry-leading performance reporting system via our online portal.
We provide more than advanced technology. We understand the importance of staying in touch through any channels you prefer. Whether it is our annual meeting or more frequent contact, we are always here to provide as much depth and understanding about your portfolio as you desire.
Beyond sound financial strategy, our primary goal is to give you piece of mind.