Koehler Asset Management

Koehler Asset Management provides discretionary portfolio management to individuals, high‑net‑worth clients, and pension/profit‑sharing plans, and manages approximately $111 million in client assets across its client base. Services include individualized investment policy statements, pension consulting (including 401(k) plan advice), financial planning, and the selection of third‑party advisers for portions of client portfolios.

The firm documents each client’s goals, risk tolerance and time horizon in an Investment Policy Statement and uses a mix of methods — fundamental, quantitative, technical, charting, cyclical and modern portfolio theory — with both long‑ and short‑term trading across equities, fixed income and ETFs. KAML may delegate management to vetted third‑party advisers (it references Maple Capital Management) after conducting due diligence, requires custody through Schwab Institutional, and delivers monthly custodian reports to clients.

What is distinctive relative to similarly registered firms is the combination of pension consulting and hourly financial planning (negotiated hourly rates of $450–$900), plus an explicit practice of selecting other advisers and receiving a fee share for those referrals. The firm discloses that it does not act as a private fund adviser and notes the potential conflict inherent in fee‑sharing arrangements, which it says it mitigates through due diligence and disclosure.