A complete list of active advisors currently associated with AK Investing

Warmer can help you find a great advisor at AK Investing or one who fits your needs even better.

AK Investing works with individual investors, high‑net‑worth clients, businesses and retirement plan sponsors and participants, providing ongoing investment management, comprehensive and targeted financial planning, and retirement‑plan consulting and participant education. The firm offers portfolio management for individuals and consulting services to plan sponsors, including employee education and fiduciary reviews. The firm’s investment approach emphasizes diversified ETFs combined with option strategies and uses market‑implied volatility — specifically the CBOE S&P 500 Implied Volatility Index (VIX) — to determine position sizing. It allocates a portion of client capital to short index/ETF option strategies (structured across five risk tiers from conservative to aggressive), conducts periodic rebalancing, and provides discretionary or non‑discretionary management according to client preferences. Several practices distinguish the firm from many independent peers: it accepts performance‑based fees from qualified clients and may charge for periodicals and educational seminars, and it provides pension and profit‑sharing plan services including ERISA fiduciary consulting with the option to act as a 3(21) or 3(38) fiduciary. The firm also explicitly uses derivatives in separately managed accounts through short options and offers participant education, plan benchmarking, and other pension‑consulting services as part of its retirement‑plan work.

To learn more about the advisors currently working at AK Investing, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.