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 serves individuals, high‑net‑worth clients, 401(k) plans and businesses, providing comprehensive and targeted financial planning, ongoing investment management, and retirement plan consulting. The firm also produces written periodicals and occasionally offers paid seminars and educational materials to clients and prospective clients. The firm’s investment approach combines diversified allocations to mutual funds and ETFs with option‑based strategies and other derivatives, using a VIX‑driven model to calibrate risk and allocating a material portion of capital to short options strategies (generally described in the brochure as a mid‑teens to low‑thirties percentage of net equity). AK Investing manages accounts on a discretionary or non‑discretionary basis, builds client‑specific investment policy statements, and discloses the use of performance‑based compensation for qualified clients along with procedures to address related conflicts. Compared with many solo independent advisers, AK Investing is distinctive for offering pension and profit‑sharing plan services, ERISA fiduciary consulting (including plan design, manager evaluation and participant education) while also distributing newsletters/periodicals and hosting fee‑based workshops. The combination of retirement plan fiduciary work, subscription/periodical offerings, and systematic use of derivatives in separately managed accounts sets the firm apart from typical peers of its size.

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.

Name
Location
Years of experience
Anton Kulikov profile photo Anton Kulikov
Las Vegas, NV
6
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