A complete list of active advisors currently associated with Kennon-Green & Co.

Warmer can help you find a great advisor at Kennon-Green & Co. or one who fits your needs even better.

Kennon‑Green & Co. provides discretionary portfolio management and investment advisory services primarily to affluent and high‑net‑worth individuals and families, and also serves trusts, foundations, donor‑advised funds, family offices, and other institutional clients. Portfolios are implemented as individually managed accounts and the firm operates as a fee‑only fiduciary. The firm follows a value‑oriented investment philosophy and constructs bespoke portfolios across approaches such as value, high‑dividend, defensive balanced, fixed‑income, passive, and bespoke mandates. Implementation is component‑by‑component; the firm may employ derivatives in separately managed accounts (for example, writing covered calls and cash‑secured puts) and, for clients with at least $10 million under management, may use forward contracts to hedge currency exposure. As a compact team of four advisors managing roughly $171 million for about 90 client relationships, ownership and investment decision authority is concentrated with the founders, who jointly serve on the management and investment committees. The firm is distinctive among peers for making performance‑based fee arrangements available only in limited circumstances to qualified clients and for explicitly integrating derivatives and bespoke mandates into its discretionary management capabilities.

To learn more about the advisors currently working at Kennon-Green & Co., 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.