KANE FINANCIAL

Overview

Kane Financial is an independent registered investment advisor that serves individuals and families with an emphasis on active portfolio management and financial planning. The firm blends discretionary portfolio management with project- and hourly-based planning work, and it offers services for small-business retirement planning and limited pension consulting. Investment posture is equity-tilted, with a clear preference for exchange-traded securities and ETFs as the primary building blocks of client portfolios. Kane Financial identifies as an active ESG investor and integrates ESG considerations into security selection and fund choices. The firm does not operate as a capital allocator or run proprietary private funds; instead it relies on third-party managers for alternative exposure and uses off-the-shelf products (mutual funds, ETFs) and annuities where appropriate. Fee arrangements are flexible, including percentage of assets under management, hourly engagements, and fixed-fee planning arrangements.

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Public Holdings

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Location & Offices