A complete list of active advisors currently associated with Korving & Company LLC

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Korving & Company LLC provides investment advisory services, financial planning, and related consulting primarily to individual and high‑net‑worth clients, and also to pension and profit‑sharing plans. The firm typically manages client accounts on a discretionary basis, will accept non‑discretionary engagements in some cases, and may allocate portions of client assets to unaffiliated independent managers. Korving & Co. follows a quasi‑active process that blends top‑down macro analysis with bottom‑up manager and mutual‑fund selection, using diversified exposures to mutual funds, ETFs, fixed income and individual equities. The firm monitors portfolios regularly, applies a formal mutual‑fund share‑class selection policy, and for specific client needs may implement tactical strategies such as covered‑call option writing on concentrated stock positions. Several disclosed practices are less common among peers: the firm is affiliated with and refers prospective clients to another registered investment adviser, and it maintains a paid promoter/endorsement relationship disclosed in its brochure. It also discloses limited use of derivatives within separately managed accounts and publishes the consumer estate‑organization manual and workbook "Before I Go," which are noted as part of its broader client resources.

To learn more about the advisors currently working at Korving & Company 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.