A complete list of active advisors currently associated with Kalinowsky Asset Management

Warmer can help you find a great advisor at Kalinowsky Asset Management or one who fits your needs even better.

Kalinowsky Asset Management (the d/b/a of Pollock Investment Advisory Corporation) serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and discretionary investment management. The firm operates as a fee‑only adviser and provides portfolio management, written investment policy statements, periodic reporting, and ongoing rebalancing for client accounts. The firm emphasizes a long‑term, strategic asset allocation approach that uses passively managed index and exchange‑traded funds as the core of client portfolios, with tax‑aware management and low turnover guided by in‑person consultations and formal investment policy statements. Research and reporting support are provided through platforms such as Fidelity WealthCentral and Envestnet, and portfolios are reviewed quarterly or as market conditions dictate. Noteworthy for a small advisory team, the firm manages roughly $253.8 million in discretionary client assets while operating with two primary advisors, giving it an asset base that is large relative to its advisor count compared with peers. Although the core approach is passive and tax‑focused, the ADV also discloses authority to use a wide range of securities and strategies (including individual stocks, options, and short sales) and the use of standing letters of authorization with custodians—details that are atypical for a small, ETF‑centric advisory practice.

To learn more about the advisors currently working at Kalinowsky Asset Management, 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.