A complete list of active advisors currently associated with Kozak & Tripp Private Asset Management, Inc.

Warmer can help you find a great advisor at Kozak & Tripp Private Asset Management, Inc. or one who fits your needs even better.

Kozak & Tripp Private Asset Management provides discretionary and non-discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan advisory services to individuals, high net worth clients, trusts, estates, corporations, and plan sponsors. The firm manages client portfolios across equities, ETFs, mutual funds, bonds and REITs, and also advises on annuities and employer plan investments. The firm emphasizes active portfolio management with a disciplined process that balances asset allocation and security selection, drawing on Modern Portfolio Theory metrics (e.g., beta, alpha, Sharpe ratio, R-squared) and both fundamental and technical analysis. It seeks institutional share classes where available, uses third-party research and reporting tools, and integrates planning coordination with clients’ other advisors. Kozak & Tripp’s size and operating model are notable: it reports roughly $813 million in assets across about 775 clients with two advisors, yielding an unusually high client load and AUM per advisor (roughly $406 million and about 388 clients per advisor), a configuration that is uncommon among comparable team firms. The firm also offers ERISA 3(21) retirement-plan services, uses third-party administrative and AI-enabled platforms for reporting and client management, and its advisors maintain small insurance practices, reflecting a mix of plan advisory, planning, and scaled operational infrastructure.

To learn more about the advisors currently working at Kozak & Tripp Private Asset 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.