AKM Advisory

AKM Advisory provides discretionary portfolio management and related investment advisory services primarily to individual and high-net-worth clients, and manages approximately $84.6 million in discretionary assets. In addition to its retail base, the firm’s client mix includes several institutional relationships — such as banking and insurance entities, state or municipal governments, sovereign-wealth-type accounts, and other investment advisers — a combination that is uncommon for firms of this size.

The firm builds individualized Investment Policy Statements and generally implements portfolios using mutual funds and ETFs, with a noted emphasis on fixed income (including municipal bonds) and non-U.S. securities when appropriate. AKM’s investment process draws on multiple methods of analysis — including modern portfolio theory, quantitative, fundamental, technical, cyclical and charting techniques — and typically employs a long-term trading approach tailored to each client’s risk profile and time horizon.

Compared with peers, AKM manages client assets internally rather than selecting third‑party managers and does not participate in wrap fee programs or accept performance‑based fees. The firm recommends a major custodian platform (Schwab Advisor Services), may receive customary research or soft‑dollar benefits from custodians, and leaves proxy voting with clients rather than accepting voting authority.