A complete list of active advisors currently associated with Katsutoshi Capital Management, LLC
Warmer can help you find a great advisor at Katsutoshi Capital Management, LLC or one who fits your needs even better.
Katsutoshi Capital Management is an investment manager that offers discretionary portfolio management and creates investment policy statements tailored to client goals, risk tolerances, and time horizons. The firm focuses its advice on equities, ETFs, real estate funds (including REITs) and private placements and may use model allocations alongside individualized recommendations. The firm’s stated investment approach emphasizes long-term, growth-oriented public equities intended for intergenerational wealth and requires a multi-year investment horizon; it combines fundamental, quantitative, technical analysis and modern portfolio theory in portfolio construction. KCML may employ margin and leverage in client accounts and, for qualified clients, accepts performance-based compensation that is subject to a hurdle and other conditions. Notable features for a manager of this type include that the firm is newly formed and currently reports no assets under management or clients while operating with a very small management team and without third‑party sub‑advisers. KCML requires clients to use a specific custodian/broker (Interactive Brokers), documents potential receipt of soft‑dollar research from brokers, and maintains written policies on fiduciary duties, proxy voting, and a code of ethics.
To learn more about the advisors currently working at Katsutoshi Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
New Hope, PA
| 0
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