Kirwan Capital

Kirwan Capital provides discretionary portfolio management through separately managed advisory accounts and offers financial planning and consultation under written agreements. The firm serves individuals (including high‑net‑worth clients), charitable institutions, and also lists corporations and other businesses among its client types.

Investment management is guided by a fundamental, intrinsic value philosophy for individual stock accounts and a low‑cost asset‑allocation approach for ETF accounts, with a stated long‑term horizon of three to five years. The brochure notes the use of fundamental analysis and occasional use of margin and options, and indicates tax considerations and individual portfolio tailoring are taken into account.

The firm’s brochure specifically lists corporate and business clients (Item 7), which is less common for single‑advisor independent firms, and it describes procedures for providing written communications—such as summaries of material changes within 120 days and forwarding periodic account statements—to clients. The materials also disclose the use of hypothetical performance in firm communications and the circulation of periodic written materials, practices that prospective clients may want to review further given their relative rarity among peers.