A complete list of active advisors currently associated with Kortenkamp, Joshua F

Warmer can help you find a great advisor at Kortenkamp, Joshua F or one who fits your needs even better.

The firm provides discretionary investment management primarily to individual clients — including a meaningful portion of high-net-worth households — as well as trusts and estates. It operates as a solo independent adviser managing a small number of client relationships and charging percentage-of-AUM advisory fees. Investment decisions are driven by a top-down macroeconomic framework that informs asset allocation, with security selection blending growth, value and momentum styles. The adviser may employ market-timing elements using technical analysis and behavioral considerations and implements client objectives through customized investment policy statements and full discretionary authority. What distinguishes this firm from many peers is its active use of market-timing alongside macro analysis and its stated preference to employ closed-end funds where appropriate to address cost and liquidity considerations. The firm also maintains custodial and research relationships with a major custodian, accepting related research and services while noting its fiduciary duty and use of custodial reports and controls to mitigate conflicts.

To learn more about the advisors currently working at Kortenkamp, Joshua F, 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.