A complete list of active advisors currently associated with Kennedy Investment Group

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

Kennedy Investment Group is a SEC‑registered advisory team that manages approximately $633 million for individuals, high‑net‑worth clients, and select corporate clients, providing wealth management, financial planning, retirement account advice, and discretionary portfolio management. The firm also offers estate planning services through a separate engagement and may refer clients to or implement strategies with unaffiliated independent managers as part of comprehensive planning. The firm’s investment process is grounded in fundamental analysis and a primarily long‑term orientation, while allowing shorter‑term trades for rebalancing or liquidity needs; portfolios may include low‑cost mutual funds and ETFs, individual stocks and bonds, alternative investments, and options contracts. KIG monitors accounts on an ongoing basis, implements customized asset allocations, and may employ derivatives and cash positions as hedges or for risk management within client accounts. What distinguishes KIG among similar team firms is that it sponsors a wrap fee program that bundles securities transaction and administrative costs into its advisory fee and it discloses a deliberate use of options/derivatives within managed accounts — features that are less common for teams of this size. The firm also discloses institutional custodian relationships and an affiliated insurance agency whose licensed advisors may receive commissions, all of which the firm identifies and manages as potential conflicts of interest.

To learn more about the advisors currently working at Kennedy Investment Group, 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.