Kaitz Investments Inc.

Overview

Kaitz Investments Inc. is a small, independent registered investment adviser that serves high-net-worth individuals and families with a focus on personalized financial planning and discretionary portfolio management. The firm’s investment approach tilts toward public equities as the core exposure, while incorporating complementary mutual funds and corporate debt for fixed-income needs. Fee arrangements are flexible — spanning percentage of AUM, hourly and fixed fees, and performance-based fees — which suggests the firm can accommodate both traditional advisory mandates and more performance-linked or alternative-oriented structures. The firm is organized as a corporation with individual ownership and positions itself as a boutique advisor rather than a multi-state or institutional consultant. ESG is not a stated focus. Advisory activities are concentrated on financial planning and portfolio management for individuals and small businesses, and custodial relationships show the firm uses major brokerage platforms to implement and custody client strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices