Kodiak Investment Management LLC

Kodiak Investment Management provides discretionary portfolio management and investment planning for individual clients and also accepts charitable organization clients. The firm operates on a fee-only, percentage-of-assets basis and states it has no required account minimum while tailoring services through client questionnaires and interviews.

The firm’s investment process is anchored in Modern Portfolio Theory augmented by other risk models and periodic rebalancing; Kodiak explicitly recognizes MPT’s shortcomings and seeks to incorporate tail‑risk modeling into its advice. For taxable, non‑retirement accounts it will consider tax‑efficient management when doing so does not alter the intended risk‑return profile.

A distinctive feature of the firm is that its principal maintains an active estate and elder law practice in addition to the advisory business, which may influence client work around estate or charitable planning. Kodiak also discloses it does not engage in soft‑dollar arrangements, is fee‑only (receives no third‑party compensation), and lists charitable organizations among its client types — a relatively uncommon client segment for advisers in this category.