A complete list of active advisors currently associated with Kane Investment Management, Inc.

Warmer can help you find a great advisor at Kane Investment Management, Inc. or one who fits your needs even better.

Kane Investment Management provides portfolio management and related advisory services to individuals, high net worth clients, families, corporate pension and profit-sharing plans, 401(k) participants, trusts and estates. The firm customizes advice to client objectives and, upon request, will provide financial planning as part of its account management services. The firm’s investment process combines charting with fundamental and technical analysis and relies on corporate ratings, third‑party research, regulatory filings and market publications to form investment decisions. Implementation strategies include long- and short-term purchases, active trading and margin transactions, and the firm uses a third‑party platform (Pontera) to review and rebalance held-away defined contribution accounts without taking custody. Distinctive features include the firm’s use of performance‑based fee arrangements with qualified clients under exemptions to the Advisers Act, a practice that the brochure notes requires procedures to address potential conflicts of interest. Kane also employs borrowing in separately managed accounts (margin) and supplements standard custodial statements with continuous internal monitoring and semi‑annual performance reviews.

To learn more about the advisors currently working at Kane Investment Management, 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.