A complete list of active advisors currently associated with Kisin Wealth Management LLC

Warmer can help you find a great advisor at Kisin Wealth Management LLC or one who fits your needs even better.

Kisin Wealth Management provides fee-based investment advisory services to individual clients and their trusts and estates, delivering discretionary, custom portfolio management with a tactical allocation focus. The firm manages about $5.1 million in client assets and charges asset-based management fees payable quarterly. Its investment process combines fundamental, technical and cyclical analysis and can include long- and short-term positions, margin trades, and option-writing (covered and uncovered) to adjust sector exposure or dividend potential. The adviser may deploy exchange-listed securities, corporate and municipal debt, mutual funds, U.S. government securities, options and derivatives in separately managed accounts as part of its tactical approach to risk and performance management. A distinctive aspect of the firm is the explicit use of derivatives and option strategies within separately managed accounts—an approach that is uncommon among independent advisers serving individuals and that can increase trading complexity and risk. The firm’s principal investment professional holds the CFA designation, the adviser does not charge performance-based fees, and it maintains custody only to the extent of authorized fee withdrawals, which affects reporting and operational arrangements for clients.

To learn more about the advisors currently working at Kisin Wealth Management 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.