A complete list of active advisors currently associated with Koi Portfolio Management, LLC
Warmer can help you find a great advisor at Koi Portfolio Management, LLC or one who fits your needs even better.
Koi Portfolio Management provides wealth management, discretionary portfolio management, and financial planning services to individuals, high‑net‑worth clients, trusts and estates. The firm constructs and implements customized investment plans and may advise on retirement plan rollovers, acting as an ERISA investment fiduciary when appropriate. The advisor combines fundamental and technical analysis to build portfolios composed of ETFs, mutual funds, individual stocks and bonds, and may retain legacy holdings for tax or strategic reasons. Although generally long‑term oriented, the firm may trade more actively as needed and uses covered options and other derivatives, as well as alternative investments such as limited partnerships, within separately managed accounts to meet client objectives. Distinctive aspects include the firm’s explicit use of derivatives in individually managed accounts—a practice that is uncommon among independent advisors—and its participation on an institutional custody platform that provides software, trading and operational support. Managing roughly $63 million across a relatively small client base, the firm emphasizes tailored portfolios and individualized oversight rather than mass‑market models.
To learn more about the advisors currently working at Koi Portfolio 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.
Name |
Location |
Years of experience |
|---|---|---|
Navarre, FL
| 28
|
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