Kenneth A. Dery & Associates

Overview

Kenneth A. Dery & Associates is a small, owner-operated advisory corporation led by Kenneth A. Dery that provides discretionary portfolio management primarily for individuals and small businesses. The firm runs fee-based relationships charged as a percentage of assets under management and implements client strategies largely through separately managed accounts (SMAs) with a strong equity orientation. Investment preference tilts toward liquid, exchange-listed instruments as the backbone of client portfolios, while the firm supplements equity exposure with targeted allocations to real assets and sector-specific opportunities. Kenneth A. Dery structures portfolios to reflect concentrated equity exposure at the account level, and he draws on third‑party managers and pooled vehicles when accessing less-liquid or specialist holdings. Kenneth A. Dery & Associates does not position itself as an active ESG investor, and it operates a single-state footprint rather than a multi-state advisory platform. Custody and trade execution are handled through qualified custodians appropriate for discretionary SMA implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices