The Kalish Group

The Kalish Group is a state-registered advisory firm that provides discretionary investment management, financial planning, estate planning and consulting to high‑net‑worth individuals, families, trusts, estates, businesses and charitable organizations. The firm manages roughly $29.1 million across a small client base of about 27 relationships.

The firm constructs customized portfolios using a proprietary strategic asset‑allocation methodology and a broad set of investment vehicles, including ETFs, mutual funds, domestic and foreign equities, fixed income, options and leveraged ETFs, and monitors and rebalances accounts on an ongoing basis. Its process incorporates multiple analytical approaches — macroeconomic, fundamental, quantitative, qualitative, technical and cyclical analysis — and permits limited use of margin (typically not to exceed 10% of net assets) and options for liquidity or hedging with client approval.

Distinctive features include operation by a single advisor who also serves as the firm’s president and chief compliance officer and personally conducts client reviews and oversight, a structure that concentrates client contact and decision‑making. The firm’s client base is concentrated among high‑net‑worth clients rather than general retail individuals, and it discloses that it receives no third‑party sales compensation or performance‑based fees.