A complete list of active advisors currently associated with Kennedy Investment Counsel LLC
Warmer can help you find a great advisor at Kennedy Investment Counsel LLC or one who fits your needs even better.
Kennedy Investment Counsel LLC provides ongoing portfolio management and investment-advisory services to high‑net‑worth individuals and charitable organizations. The firm prepares a written Investment Policy Statement for each client and manages portfolios using mutual funds, equities, fixed income, real estate funds (including REITs), ETFs (including precious‑metal ETFs) and Treasury inflation‑protected bonds. The firm combines fundamental, quantitative, technical and charting analysis to support a long‑term trading approach and tailors allocations to individual goals, time horizon and documented risk tolerance. Kennedy typically seeks discretionary trading authority, may use model allocations when appropriate, and conducts account reviews at least quarterly with written reporting to clients. Compared with many peers, Kennedy’s business serves a very small, concentrated client roster with modest assets under management and does not rely on third‑party sub‑advisers. The brochure also notes the firm’s use of less common investment tools (precious‑metal ETFs and TIPS), its stated willingness to end relationships if client‑imposed restrictions impede service, and its recommendation of Interactive Brokers as custodian.
To learn more about the advisors currently working at Kennedy Investment Counsel 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 |
|---|---|---|
Birmingham, MI
| 7
|
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