Kensington Ami, LLC

Kensington A.M.I. serves individual investors (including trusts, estates, 401(k) plans and IRAs), high‑net‑worth clients, and pension and profit‑sharing plans, and accepts other clients at the adviser’s discretion. The firm provides individually managed portfolios across total return, growth and income objectives, along with financial planning services that can include estate and tax planning and college‑savings advice.

The firm’s investment process relies on an intensive due‑diligence approach that combines fundamental, technical, econometric and cyclical analysis and ongoing monitoring of holdings. It manages both discretionary and non‑discretionary accounts and reports approximately $42.5 million in discretionary assets and $37.7 million in non‑discretionary assets (about $80.2 million total), with asset‑based fees typically billed quarterly in arrears.

Compared with many small independent advisers, Kensington A.M.I. works with pension/profit‑sharing plan clients and manages a substantial amount of non‑discretionary AUM, and it documents the ability to advise on a wide range of instruments (including private placements, commodities and real estate) beyond typical retail securities. The firm also maintains a formal Code of Ethics (updated in 2023), proxy‑voting procedures, and uses a single qualified custodian relationship with electronic delivery and fee debit via Fidelity Institutional Wealth Services.