A complete list of active advisors currently associated with Kirr, Marbach & Company, LLC

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Kirr, Marbach & Company, LLC provides discretionary portfolio management to a mix of individual and high‑net‑worth clients as well as institutional clients, including corporate pension and profit‑sharing plans, foundations and endowments, and serves as investment adviser to the Kirr, Marbach Partners Value Fund, an open‑end registered mutual fund. The firm manages client portfolios across the full equity‑to‑fixed‑income spectrum and oversees roughly $588 million in discretionary assets. The firm follows a proprietary All‑Cap Value equity strategy that uses fundamental, intrinsic‑value analysis and looks for catalysts (management changes, restructurings, insider buying, etc.) to drive price appreciation; it emphasizes long‑term holdings and generally does not prioritize dividend income. For fixed income, the firm shifted in 2018 to defined‑maturity ETFs for greater liquidity and diversification, manages accounts on a discretionary basis, and can implement client‑specific investment restrictions. Notable distinctions include its dual role as adviser to an affiliated mutual fund that trades alongside client accounts (with policies to allocate aggregated executions) and significant employee participation in that fund, and its participation as a portfolio manager in wrap‑fee programs, which can affect trade sequencing compared with other accounts. The firm also provides quarterly performance reporting and a quarterly newsletter to clients and uses an independent vendor (ISS) to administer proxy voting.

To learn more about the advisors currently working at Kirr, Marbach & Company, 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.