A complete list of active advisors currently associated with Kornitzer Capital Management, Inc.

Warmer can help you find a great advisor at Kornitzer Capital Management, Inc. or one who fits your needs even better.

The firm provides discretionary portfolio management and advisory services to a mix of individual (including high‑net‑worth) and institutional clients, including pension and retirement plans. It offers separately managed accounts, strategy accounts that follow designated mutual‑fund strategies, and serves as the investment adviser to a family of mutual funds. Investment decisions are driven by internally generated research from a team that includes CFA‑credentialed analysts and portfolio managers, using a disciplined, industry‑focused process to build balanced, equity, and fixed‑income portfolios across market capitalizations and international holdings. The firm routinely places client assets into its mutual funds for specific exposures and manages strategy accounts intended to mirror fund strategies while acknowledging implementation differences arising from cash flows, trading, and client restrictions. Distinctive features include an operating affiliation with a trust company for which the firm acts as subadviser and receives a portion of trustee/custodial fees, and a material role as adviser to its own series of mutual funds (approximately $3.7 billion of fund assets as disclosed), relationships that are less common among multi‑team peers. The firm’s brochure also discloses a prior SEC enforcement matter that was resolved with disgorgement and penalties, and it describes policies intended to address conflicts of interest and proxy‑voting responsibilities associated with its fund and trust relationships.

To learn more about the advisors currently working at Kornitzer Capital Management, Inc., 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.

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