A complete list of active advisors currently associated with The Kieckhefer Group

Warmer can help you find a great advisor at The Kieckhefer Group or one who fits your needs even better.

The Kieckhefer Group provides discretionary portfolio management and investment analysis to individuals, high‑net‑worth clients, and some businesses. The firm manages approximately $240.8 million in discretionary assets for about 61 clients and requires a written financial services agreement that grants it discretionary authority before managing accounts. Investment decisions draw on a mix of fundamental, technical, cyclical, and economic analysis and can include both long‑ and short‑term trades as part of strategic asset allocation. The firm incorporates model outputs into its process but states it often gives heavier weight to professional judgment when implementing trades and asset‑allocation changes. What is noteworthy about the firm is its use of derivatives, including options, within separately managed accounts to pursue hedging and tactical objectives — a practice that is uncommon among similar supported firms. The firm operates with a small advisory team and manages exclusively discretionary assets while relying on institutional custody and execution services.

To learn more about the advisors currently working at The Kieckhefer 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.