A complete list of active advisors currently associated with Von Kohorn Research & Advisory, Inc.
Warmer can help you find a great advisor at Von Kohorn Research & Advisory, Inc. or one who fits your needs even better.
Von Kohorn Research & Advisory, Inc. provides discretionary, individually managed portfolio services to individual and high‑net‑worth clients, tailoring strategies to each accountholder’s objectives and restrictions. Services cover a broad universe of instruments, including publicly and privately traded equities and debt, loans and other credit instruments. The firm seeks to maximize total return and combines fundamental, technical and charting analysis with cyclical theories to guide investment decisions. It routinely employs leverage, short positions, hedging and a range of derivatives — including swaps and credit‑default instruments — and executes most trading on a discretionary basis. The brochure discloses several past regulatory consent orders and fines and notes the prior operation and subsequent wind‑down of private funds, which are material disclosure events for prospective clients to consider. It is also uncommon for a firm of this size to both charge performance‑based fees to qualified clients and to use derivatives in separately managed accounts, giving rise to additional incentive and counterparty‑risk considerations.
To learn more about the advisors currently working at Von Kohorn Research & Advisory, 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.
Name |
Location |
Years of experience |
|---|---|---|
Norwalk, CT
| 28
|
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