Kortenkamp, Joshua F

The firm provides discretionary investment management services primarily to individuals, high‑net‑worth clients, trusts and estates, delivering ongoing portfolio advice and trade execution across mutual funds, ETFs, equities, fixed income, treasuries, options and limited partnership interests. At the time of the brochure the adviser managed about $13.5 million for roughly 15 clients and does not impose account minimums.

The firm’s investment process begins with a top‑down macroeconomic analysis to set industry and asset allocation, then applies security selection using a mix of growth, value and momentum strategies; when appropriate it may employ market‑timing informed by technical analysis and behavioral economics. Portfolios are managed on a fully discretionary basis, with investment policy statements used to document objectives and periodic reviews and block‑trading/aggregation practices used to implement trades.

Noteworthy distinctions include the adviser’s explicit preference for recommending closed‑end funds to address expense and liquidity considerations and its willingness to use a broader set of instruments (options and limited partnership interests) than many peers. The firm is a small, recently established solo practice that uses an institutional custodian platform which provides research and practice‑management services; the brochure discloses those soft‑dollar benefits and describes firm policies (including limits on standing letters of authorization and proxy voting procedures) intended to mitigate related conflicts.