A complete list of active advisors currently associated with The Kalish Group
Warmer can help you find a great advisor at The Kalish Group or one who fits your needs even better.
The Kalish Group is a small, state-registered investment advisory firm that provides discretionary investment management, financial and estate planning, and consulting to high-net-worth individuals, families, trusts, estates, businesses, and charitable organizations. The firm’s client roster is concentrated among high-net-worth clients and it does not serve non-high-net-worth individual clients. The Kalish Group builds customized portfolios using a strategic, long-term asset allocation process and a mix of analytical methods (macroeconomic, fundamental, quantitative, technical, cyclical, and qualitative). Portfolios may include ETFs and mutual funds as well as domestic and foreign equities, fixed income, options and leveraged ETFs, and the firm monitors accounts regularly and rebalances as needed. Compared with peers of similar size, the firm is notable for its concentrated HNW client focus and for employing derivative and limited margin strategies (margin typically capped at around 10% of net assets) as part of its discretionary management toolkit. The firm also emphasizes a proprietary portfolio methodology, conducts client reviews directly through the firm’s principal, and discloses a code of ethics while not accepting third‑party compensation or performance‑based fees.
To learn more about the advisors currently working at The Kalish Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Aurora, IL
| 8
|
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