A complete list of active advisors currently associated with Kempthorne Analytics, Inc

Warmer can help you find a great advisor at Kempthorne Analytics, Inc or one who fits your needs even better.

The firm is a state-registered independent investment adviser that primarily serves individual investors and has also worked with corporations, trusts and retirement plans. It provides discretionary investment supervisory services and, separately, statistical consulting and teaching as non-advisory activities. The firm’s investment approach emphasizes quantitative and statistical methods applied to equity and fixed‑income portfolios, with use of exchange‑traded funds, mutual funds and common stocks and application of modern portfolio theory for allocation decisions. Clients’ assets are managed in separate custodial accounts with daily liquidity and regular reporting; the adviser operates two distinct programs — a sector‑based allocation program reviewed quarterly and a systematic multi‑model diversified program reviewed weekly — and tailors allocations to individual risk tolerance. What is distinctive about the firm is its maintained regulatory registrations and qualifications in the commodity futures arena (including past commodity pool operator registration and current commodity trading advisor registration and Series 3 qualification), while not currently trading futures. The principal also devotes substantial time to academic teaching and statistical expert consulting — including a university lecturing role and courtroom expert work — which is an uncommon mix of active academic and advisory responsibilities for a single‑advisor firm.

To learn more about the advisors currently working at Kempthorne Analytics, Inc, 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.