A complete list of active advisors currently associated with Kasmat Risk Management, LLC.

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

Kasmat Risk Management is a state‑registered investment adviser that provides portfolio/asset management and broad financial planning services to individual clients and to institutional clients, including pension and profit‑sharing plans. The firm uses a mix of no‑load or low‑load mutual funds, exchange‑traded funds and other securities, and offers fixed‑fee and hourly planning engagements as part of its service menu. The firm delivers portfolio management on a non‑discretionary basis and discloses $0 discretionary and $4,866,645 non‑discretionary assets under management as of December 31, 2017, meaning it seeks client approval before executing trades. Its stated investment approach emphasizes strategic asset allocation with a core‑and‑satellite structure—using passive index/ETF core holdings and selective active managers—along with ongoing monitoring and rebalancing. Noteworthy distinctions include its affiliation with an insurance brokerage: advisory personnel are licensed insurance agents who may earn commissions for insurance product sales and the firm indicates it may offset advisory fees with such commissions, creating a potential dual‑compensation conflict. The brochure also discloses that the firm does not vote client proxies and does not block trades, and it explicitly documents these operational practices and conflicts in its public disclosures.

To learn more about the advisors currently working at Kasmat Risk 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.