A complete list of active advisors currently associated with KBL Investment Management

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

KBL Investment Management provides portfolio management services to individual clients and families, managing discretionary accounts custodied at Charles Schwab and charging asset-based management fees collected quarterly. The firm states it communicates regularly with clients and does not charge performance-based fees or accept referral compensation. The firm describes a disciplined, risk-managed investment process that draws on charting, technical, fundamental, valuation and cyclical analyses to select securities, and it generally avoids short-term trading, options and margin use. Account reviews are performed periodically and can be conducted more frequently depending on market conditions to support ongoing portfolio oversight. KBL has operated since 1986 and reports no disciplinary history; the firm’s principal holds a doctorate in psychology and an MBA with majors in finance and hospital management, which the brochure ties to a focus on individual risk tolerance and personal circumstances. Distinctive practices compared with many peers include the firm’s decision not to accept proxy-voting authority, the absence of other industry affiliations, and its emphasis on multiple analytical methods rather than a single investment style.

To learn more about the advisors currently working at KBL Investment Management, 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
Krishna Lall	Oak Brook, IL	28

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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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