A complete list of active advisors currently associated with Kitsman Investment Management

Warmer can help you find a great advisor at Kitsman Investment Management or one who fits your needs even better.

Kitsman Investment Management provides asset management and retirement-plan advisory services to individuals, trusts, estates, and corporate pension and profit‑sharing plans. The firm delivers those services through a wrap‑fee program and direct portfolio management to a small client base with roughly $11.1 million in assets under advisement. The firm combines fundamental and technical analysis and typically implements longer‑term purchase strategies while monitoring holdings relative to benchmarks. For retirement plans it offers ERISA 3(21) non‑discretionary fiduciary services — including Investment Policy Statement development, investment lineup selection and monitoring, participant education, and annual fiduciary reviews. What distinguishes the firm from most solo independent RIAs is that it sponsors a wrap‑fee program and maintains a client roster that includes pension and profit‑sharing plans, with the majority of AUM managed on a non‑discretionary basis. The sole adviser also maintains broker‑dealer and insurance licenses and discloses the potential conflicts that arise from commissionable securities or insurance sales, with custodial and fee‑processing handled by third‑party providers as described in the brochure.

To learn more about the advisors currently working at Kitsman Investment Management, 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.