To create an environment, free from conflicts of interest, where competent professionals can be totally committed to (a) developing long-term relationships with both individual and institutional clients based upon trust and integrity and (b) to designing, communicating and executing investment and retirement and estate planning programs tailored to relieve the burden of managing personal wealth and achieve life goals.
About Our Firm
Calvert Investment Counsel is an independent, fee-based registered investment advisor headquartered in Baltimore since 1988. Calvert provides wealth and investment management services for serious investors, both individuals and institutions. We seek a discerning clientele who want to marry modern technology with a compatible philosophy, comprehensive planning and sound disciplines.
Having over 80+ years of combined investment experience, the professional staff draws upon extensive background knowledge in economics, securities analysis, trust administration, portfolio management, and financial planning gained prior to founding Calvert. We combine a comprehensive and customized array of financial planning and other wealth management resources with our Multi-Dimensional Investment Platform to satisfy the individualized needs of a diverse clientele.
It is our goal to offer an exceptional level of customized service and responsiveness to client needs. We are sensitive to the importance of frequent personal contact as the basis for both planning and accountability, and we encourage open communication as an integral part of our client relationships.