KAI Advisors

Overview

KAI Advisors is an independent registered investment adviser organized as an LLC that manages portfolios for individuals, families and small institutions. The firm favors an equity-first allocation, with most client assets deployed in exchange-traded equities and equity strategies. Its client services combine financial planning, discretionary portfolio management for individuals and small business owners, and pension consulting. Fee arrangements are flexible and include assets-under-management fees, hourly billing and fixed-fee engagements. Investment appetite centers on publicly traded equities delivered through separately managed accounts and pooled vehicles, supplemented by third-party mutual funds and selected alternative exposures in real estate. The adviser operates as a single-office practice and runs all client assets on a discretionary basis, which supports a hands-on approach to portfolio implementation and rebalancing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices