KAY Investments, Inc.

Overview

KAY Investments, Inc. is a small, owner-run advisory that provides portfolio management for individuals and small businesses on a percentage-of-AUM fee basis. The firm favors collective investment vehicles as its primary implementation method, relying heavily on public mutual funds to construct client portfolios. KAY Investments is not an active ESG investor and is classified as a single-state, individual-owner adviser rather than a multi-state or institutional allocator. The practice appears oriented toward hands-on, discretionary management: most assets are managed on a discretionary basis, and the client base is concentrated among a modest number of relationships. Advisory activity centers on traditional wealth-management needs—asset allocation, risk management, and income generation—delivered through pooled funds and select alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices