Lehi, UT Office

Kinetic Investment Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities with ongoing portfolio management, financial planning, and sub‑advisory/back‑office services. The firm also offers occasional educational seminars and workshops for prospective and ongoing clients and advises across a broad set of asset types, including real estate and non‑traded real estate investments.

The firm develops Investment Policy Statements to document client goals and risk tolerance and typically provides discretionary management using a mix of analytical methods (fundamental, technical, quantitative, qualitative, charting, and cyclical) and a primarily long‑term trading approach. Kinetic may allocate portions of client portfolios to higher‑risk, potentially illiquid investments (for example, non‑traded REITs and energy MLPs) when appropriate, and it directs clients to internally managed strategies or to third‑party advisers on its platform.

Kinetic is notable among peers for operating from multiple offices (16) and for providing formal sub‑advisory and administrative services to other RIAs while sharing platform fees with certain third‑party managers. The brochure also discloses that some personnel are licensed insurance agents and accountants and that the firm uses disclosure, a Code of Ethics, and compliance procedures to address related conflicts of interest; it also recommends a specific custodian (Fidelity) as part of its service model.