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Our Value

At Platt Investment Counsel, our values are everything. They represent how we do business, how we approach relationships and how we conduct ourselves here in the office and out in the world.

  • Relationships: We emphasize the quality and depth of relationships over the goal of asset accumulation. Our intention is to provide focused attention and guidance to a small group of individuals.  

  • Education: We encourage our clients to be informed, involved and in control of their assets. This involves educating each investor in important areas relevant to their life and financial situation.

  • Understanding: We feel it is important for our clients to understand how we approach investments and to also believe in our process. We realize that we may not be the right fit for every person - and that’s okay.

  • Quality Communication: We encourage face-to-face meetings and communication whenever possible, to foster a stronger relationship between ourselves and our clients. Rather than keep restrictive office hours, we make ourselves available to clients at their convenience.

  • Independence: From day one, we have operated as an independent firm free from outside restrictions, sales quotas and broker-dealers. We are proud to deliver sincere, objective advice tailored to the needs and best interests of each client.

  • Transparency: Our clients trust us to manage one of the most important aspects of their lives - a responsibility we take seriously. We value total transparency and openness when it comes to what we do, how we do it, and why we do it.

If you find value in what we value, then we would love to hear from you. Please call our office to set up a time to discuss your family’s investment needs, today.