Kohr Investments

KOHR Investments provides advisory services primarily to individual and high‑net‑worth clients through discretionary portfolio management, financial planning and consulting, and retirement rollover advice. The firm also conducts impersonal educational seminars and workshops for the public, associations, family foundations and employers as part of its client education offerings.

The firm’s investment approach centers on a value‑oriented, long‑only core with strategic and tactical asset‑allocation overlays, and uses fundamental, technical and cyclical analysis as appropriate. KOHR tailors recommendations through one‑on‑one interviews and questionnaires, may engage third‑party managers in sub‑advisory relationships, and advises across a wide range of instruments including mutual funds, ETFs, fixed income, annuities and cryptocurrency.

Distinctive features noted in the brochure include regular no‑charge seminars and workshops and substantial affiliated insurance activity: the firm’s principals operate an insurance business and are licensed to sell insurance and annuity products, disclose receiving commissions, and report spending approximately half of their time on insurance activities, which the firm identifies as a potential conflict of interest. The firm also offers access to a third‑party cash management program, and explicitly discloses cryptocurrency among investable securities, attributes that are less common among similarly sized peers.