A complete list of active advisors currently associated with Kenney Investments Inc

Warmer can help you find a great advisor at Kenney Investments Inc or one who fits your needs even better.

Kenney Investments, Inc. provides discretionary and non‑discretionary portfolio management and related financial advice to high‑net‑worth individuals, charitable foundations, corporations, and retirement plans. The firm also advises clients on retirement plan coordination, tax considerations, charitable gifts, and mortgage strategy as part of its wealth management services. The firm follows a fundamental, long‑term investment approach with relatively low turnover, emphasizing large‑cap equities, high‑quality fixed income, and selective use of ETFs, index funds, and a covered‑call program where appropriate. Portfolios are individually tailored to client risk parameters and objectives, and the adviser monitors accounts on an ongoing basis with quarterly reviews and performance reporting. Kenney Investments is a small, two‑advisor firm managing roughly $328 million across about 33 client relationships, which results in a high average asset per client and a generally elevated minimum account threshold; it does not serve lower‑net‑worth individual clients. The firm’s principals occasionally serve as trustees for non‑client accounts, the adviser has a formal succession agreement with an external firm, and the firm declines proxy voting authority — features that distinguish it from many peers of similar size.

To learn more about the advisors currently working at Kenney Investments 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.