Kehoe Investment Services, Inc

Kehoe Investment Services is a small, state‑registered advisory firm that provides financial planning and discretionary investment management to individuals, high‑net‑worth clients and corporate pension and profit‑sharing plans. The firm has operated since 2007 and manages a compact book of client relationships with both flat‑fee planning engagements and ongoing asset‑management relationships.

The adviser follows an evidence‑based, disciplined asset allocation approach that emphasizes low‑cost passive funds, broad diversification (including international equities and REITs), systematic rebalancing and avoidance of stock‑picking and market‑timing. It offers flat planning fees (and hourly options) alongside percentage‑of‑AUM management, provides quarterly reports via portfolio software (Captools) and generally exercises discretionary trading authority through custodians such as TD Ameritrade.

Distinctive features include a co‑advisor relationship with a larger national RIA (Edelman Financial Services) under which advisory fees are shared, and an explicit long‑term tilt toward value and small‑cap securities (domestic and international) as well as higher‑profitability growth stocks. The brochure also discloses advance billing of planning fees (50%–100% depending on engagement complexity), acceptance of institutional pension/profit‑sharing clients despite a small overall asset base, and no material disciplinary history.