A complete list of active advisors currently associated with Kaitz Investments Inc.

Warmer can help you find a great advisor at Kaitz Investments Inc. or one who fits your needs even better.

Kaitz Investments provides discretionary asset management alongside written financial planning and one‑time or as‑needed consulting. The firm manages roughly $12.2 million in discretionary assets for a small client base that includes individual investors, trusts/estates and some corporate or business entities. The firm follows a long‑term, value‑oriented equity approach grounded in fundamental analysis and typically constructs portfolios from exchange‑listed and OTC equities while also using ETFs, REITs, options and partnership interests where appropriate. Portfolio construction is tailored to each client’s objectives and may employ both strategic and tactical asset‑allocation techniques; the advisor may also use margin and option strategies in separately managed accounts when suitable. Compared with many independent peers, Kaitz Investments accepts performance‑based fee arrangements for qualified clients and maintains business clients in addition to retail investors, both of which are less common for firms of its type. The firm’s principal also performs outside consulting for a property‑management business, a supplementary activity disclosed in the brochure and noted as separate from the advisory practice.

To learn more about the advisors currently working at Kaitz Investments Inc., 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.