A complete list of active advisors currently associated with KANU Asset Management, LLC

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

kANU Asset Management provides discretionary portfolio management, pension consulting, and comprehensive financial planning to individuals (including high‑net‑worth and accredited investors) as well as institutional clients such as pension plans, trusts, and family offices. The firm also offers subscription content (blog posts/newsletters) and conducts periodic educational seminars and workshops for clients and the public. The firm’s investment approach combines a long‑term global strategy with an active, tactical overlay driven by a proprietary quantitative program called “Convixquant,” and employs techniques that can include long and short positions, margin, options, inverse/leveraged ETFs, and cryptocurrency exposure. kANU documents client risk tolerance and investment policies for each account and typically manages client portfolios on a discretionary basis. Distinctive features noted in the brochure include disclosure that a principal accepts outside compensation for the sale of securities and that the firm may recommend insurance products, including annuities, which are identified as potential conflicts of interest to be disclosed. The firm also describes fee‑sharing arrangements with third‑party managers, states relatively high account minimums for individuals and institutions, and emphasizes its proprietary trading program alongside client‑facing educational materials.

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