- At Wilkins Investment Counsel, Inc., we tailor each individual client portfolio to meet the unique needs and circumstances of that client. We design and manage each separate account to help our clients achieve their financial objectives in a tax efficient manner while minimizing risk. We do this by creating a balanced investment account comprised of a focused list of high quality common stocks with a short to intermediate term, highly rated fixed income component. Depending on the client's specific considerations, we determine the proper asset allocation and combination of individual investments that achieves the appropriate balance between growth of principal and current income needs.
- When making individual stock and bond investment decisions we are driven by the following criteria:
Disclaimer