A complete list of active advisors currently associated with Kanaka Strategies
Warmer can help you find a great advisor at Kanaka Strategies or one who fits your needs even better.
Kanaka Strategies provides discretionary portfolio management for individual and high-net-worth clients through separately managed accounts held at qualified custodians such as Interactive Brokers. The firm acts under a limited power of attorney to select and trade securities on clients’ behalf and implements trades without prior client approval as part of its discretionary authority. The firm’s investment process combines charting, technical and fundamental analysis and may use long and short equity positions as well as options strategies. It relies on brokerage platforms that support block trading and option executions, and clients can view account holdings and performance through the custodian’s reporting tools. A distinctive feature disclosed in the brochure is the routine use of derivatives—specifically options—in separately managed accounts, which is uncommon among peers and indicates a more active, tactical trading style. The brochure also discloses that the adviser and affiliated accounts may trade the same securities as clients; the firm maintains a Code of Ethics, trade aggregation procedures and transaction pre-clearance to address potential conflicts.
To learn more about the advisors currently working at Kanaka Strategies, 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 |
|---|---|---|
Cupertino, CA
| 2
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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