A complete list of active advisors currently associated with Kinetic Pathways Company

Warmer can help you find a great advisor at Kinetic Pathways Company or one who fits your needs even better.

Kinetic Pathways provides fee-based investment advisory services and financial planning to individuals, trusts, estates, and charitable organizations. The firm also may assist with employer retirement plan start-ups and may charge account set‑up fees for SIMPLE IRA, 401(k), and 403(b) plans when engaged to do so. The advisor custom-manages client portfolios on a discretionary basis and primarily constructs income‑oriented portfolios using structured notes and market‑linked certificates of deposit. To evaluate and manage these instruments the firm uses credit analysis, scenario and stress testing, valuation models, liquidity and tax analysis, and other quantitative techniques described in its brochure. The firm is notable for its affiliation with an insurance agency: its investment advisor representatives are licensed insurance agents, the brochure discloses commissions from insurance sales are expected to represent more than half of IAR revenues, and the principal spends a substantial portion of time on insurance-related activities. That combination of significant insurance activities, a focus on structured-product income strategies, and explicit work for charitable organizations and retirement plan start‑ups differentiates it from many small independent advisory firms.

To learn more about the advisors currently working at Kinetic Pathways Company, 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.