A complete list of active advisors currently associated with KTF Investments, LLC

Warmer can help you find a great advisor at KTF Investments, LLC or one who fits your needs even better.

KTF Investments advises individuals (including high-net-worth clients), as well as defined benefit and profit-sharing plans, providing financial planning and both discretionary and non-discretionary portfolio management. The firm delivers these services primarily through a sponsored wrap fee program that bundles advisory services and transaction costs into a single fee. KTF tailors asset allocations and investment strategies to each client’s objectives, risk tolerance and time horizon, using approaches such as growth, value, income, indexing and periodic rebalancing, and conducts quarterly portfolio reviews and at least annual client meetings. The firm also engages sub‑advisors for portions of client portfolios and incorporates clients’ outside resources (retirement plans, real estate, etc.) into its planning process. Compared with peers, KTF manages roughly $700 million in client assets with a relatively small advisory team, resulting in an unusually high amount of assets per advisor for firms of this type. The firm only offers wrap accounts, administers its own wrap program primarily through Charles Schwab (including paying asset‑based fees to Schwab), discloses the resulting conflicts of interest, and generally requires a $1 million account minimum.

To learn more about the advisors currently working at KTF Investments, 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.