A complete list of active advisors currently associated with Kenora Financial, LLC

Warmer can help you find a great advisor at Kenora Financial, LLC or one who fits your needs even better.

Kenora Financial, LLC provides investment advisory and financial planning services to individuals, families, trusts, pension and charitable clients, delivering portfolio management, retirement and estate planning, tax planning, and financial education. The firm manages customized separately managed accounts and also operates a private pooled vehicle, the Select Investors Fund, while offering periodic seminars and adult-education classes. The firm’s investment approach emphasizes custom, tax-aware portfolios constructed primarily from individual equities (with diversification across roughly 23 industry groups) and limited use of mutual funds, reflecting a belief in market efficiency. Kenora typically manages client accounts on a discretionary basis for its customized portfolios, monitors accounts monthly with quarterly reporting, and discloses occasional use of margin in brokerage accounts when implementing strategies. Notable distinctions include an operating relationship with an affiliated CPA practice that shares office space and clients, enabling coordinated tax and estate work and creating disclosed referral arrangements and potential conflicts of interest. Kenora also serves as adviser to a private pooled fund that is closed to new investors and is subject to independent annual and surprise audits, and it recently disclosed a corporate name change in its material changes notice.

To learn more about the advisors currently working at Kenora Financial, 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.