Wessel Investment Counsel, LLC Wessel Investment Counsel, LLC

Our Tools

We have access to independent research, sophisticated financial modeling software, and an advanced account management platform.

These tools, along with broad access to the capital markets, allow us to deliver first-rate planning and portfolio management services.

Account Management Platform

  • Extensive Access to the Capital Markets

  • Large Fixed-Income Inventory

  • Full-Featured Account Statements

  • Comprehensive Tax & Performance Reporting

  • Integrated Research, News, & Real-Time Quotes

  • Block-Trading Capabilities

  • Tax-Planning Resources

Independent Research

Value Line

  • Equity Research & Ratings

  • Equity Screens

  • Most Favored Equities

  • Industry Analyses & Rankings

  • Economic Commentary

  • Model Portfolios

  • Additional Research on:

    • Exchange-Traded Funds

    • Convertibles Bonds & Preferreds

    • Special Situations

    • Options

Standard & Poors

  • Equity Research & Ratings

  • Industry Analyses

  • Consensus Earnings Estimates

Pershing

  • Equity Recommendations & Briefs

  • Economic Commentary

  • Industry Briefs

  • Mutual Fund Analysis

Morningstar

  • Analysis of:

    • Mutual Funds

    • Closed-End Funds

    • Variable Annuities

    • Life Insurance Contracts

Quantum

  • Data on:

    • Preferred Stocks

    • Trust Preferred Securities

    • Convertible Securities

    • Royalty Trusts

 

Software

  • Comprehensive Financial Planning

  • Probability-Based Portfolio Simulations

  • Current Portfolio Analyses

  • Prospective Portfolio Analyses