2 Knights Wealth Management, LLC

2 Knights Wealth Management provides personalized, discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses, overseeing roughly $127 million across about 59 client relationships. The firm also offers financial-planning advice on retirement and education funding and operates on a fee-only, percentage-of-assets billing model without accepting commissions.

The firm emphasizes long‑term equity selection and uses a combination of individually managed portfolios and actively managed mutual‑fund portfolios constructed under Modern Portfolio Theory, with asset allocations rebalanced at least quarterly. It supplements traditional research sources with artificial‑intelligence and machine‑learning tools to analyze large datasets and highlight potential risks or opportunities, while portfolio managers retain ultimate responsibility for investment decisions.

2 Knights requires asset‑management clients to custody accounts at Fidelity and directs brokerage to that custodian, a practice that can affect execution and commission rates compared with using other brokers. The firm is a small, SEC‑registered adviser with negotiable minimums, a formal Code of Ethics and strict personal‑trading controls, and it invoices fees in advance and is deemed to have custody because it may debit management fees from client accounts.