Your Portfolio, Managed with Disciplined Expertise—Investing in Wonderful Businesses to Preserve, Grow, and Build Generational Wealth.
So You Can Rest Easily.
About Our Approach
A Time-Tested Philosophy for Modern Markets
At Dwight Investment Counsel, our approach is rooted in a simple yet powerful principle: invest in quality companies at fair prices. We believe that true wealth is built over decades—not by chasing the latest trends, but by rigorously analyzing businesses, managing risk, and staying patient. By combining timeless investment wisdom with disciplined, research-driven strategies, we work to preserve and grow your portfolio for the long haul.
What We Do
Personalized Discretionary Management
Your financial goals are unique, and our approach reflects that. At Dwight Investment Counsel, we work with you to develop a sound investment policy that aligns with your risk tolerance and long-term outlook. With limited discretionary authority, we make thoughtful, well-reasoned decisions aimed at keeping your portfolio anchored to its long-term objectives—even as markets fluctuate.
Our Process
A Three-Step Process to Financial Peace of Mind
Steps:
- Initial Consultation & Goal Setting:
We start by getting a clear sense of your financial goals and how you handle market ups and down. This honest assessment gives us the insight to build an investment policy that’s precisely tailored to what you want to achieve. - Portfolio Construction:
We stick to a disciplined process by investing in quality businesses and building a diversified portfolio that protects your capital and delivers steady, long‑term growth. - Ongoing Monitoring & Adjustments:
Markets change—as may our strategy. We regularly review your portfolio to ensure it aligns with your long-term objectives, making adjustments as needed to maintain a solid margin of safety.
Lance Dwight, investment advisor & portfolio manager
Why Choose Us
Rooted in Legacy. Driven by Discipline. Focused on Your Peace of Mind.
At Dwight Investment Counsel, my passion for disciplined investing is deeply rooted in a legacy dating back to the Reconstruction era (circa 1865–1877). I grew up watching my father and grandfather dedicate themselves to preserving capital and building lasting financial security—a tradition that has shaped our family's values for generations. Today, I honor that legacy by managing your portfolio with the same deep commitment to preserving, growing, and building generational wealth, carrying forward our shared history and values of prudence, preservation, and excellence continue well into the future.
- Proven Foundations:
I learned the basics of careful investing from my father and grandfather—buying solid businesses at reasonable prices and letting time and compounding do the heavy lifting. Their wisdom continues to guide my approach today. - Disciplined Approach:
I don’t chase trends or place bets on speculation. Instead, I stick to fundamentals that have stood the test of time—so you, and I, can sleep well, knowing your portfolio is built to endure market ups and downs. - Personalized Service:
Your goals shape every decision I make. We’ll build an investment policy around your vision for the future, and I’ll handle the details so you can focus on what truly matters to you.
