Johnson Investment Counsel
Alexander M. Wertz, CFP®, serves as an Associate Portfolio Manager at Johnson Investment Counsel since May 2019, where responsibilities include analyzing client investment portfolios, preparing wealth review reports, and utilizing financial software tools such as Addepar and eMoney. Prior experience includes a Registered Investment Advisory Internship at Charles Schwab in 2018, focusing on client service and financial planning, and an Annuity Finance Internship at Great American Insurance Group in 2017, where Alexander contributed to financial recordkeeping. Alexander holds a Bachelor of Science in Finance from the Kelley School of Business at Indiana University, graduating in 2020.
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Johnson Investment Counsel
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Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients—meaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, we serve individuals, corporations, retirement plans, foundations, and endowments. Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.