A complete list of active advisors currently associated with Ketwich Capital LLC
Warmer can help you find a great advisor at Ketwich Capital LLC or one who fits your needs even better.
Ketwich Capital provides investment management and financial planning to individuals, high-net-worth clients, corporations, and charitable organizations. The firm offers continuous portfolio management, comprehensive financial planning, and periodic educational seminars and speaking engagements. The adviser generally implements passive investment strategies, building diversified portfolios with index mutual funds and exchange-traded funds and aligning allocations to each client’s investment policy statement. Clients receive ongoing planning support through a retainer-style engagement with regular reviews and monitoring of the financial plan. Ketwich Capital is a founder-led practice that reports roughly $27.2 million in discretionary assets under management for a small client base of about 20 accounts. The firm’s work with charitable organizations and its provision of public and organizational seminars are uncommon among peers, and the principal’s Certified Kingdom Advisor and Relational Wealth credentials indicate additional experience working with faith-based, mission-oriented, and relational planning issues.
To learn more about the advisors currently working at Ketwich Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Ben Schmid
| Malvern, PA
| 17
|
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