KENNEY INVESTMENTS INC

Overview

Kenney Investments Inc. is a small, equity-focused advisory firm that provides portfolio management for individuals and small businesses. The firm runs largely discretionary mandates and favors exchange-traded equities as the primary building block of client portfolios. Fee arrangements include both percentage-of-AUM and fixed-fee structures, and the client base includes high-net-worth individuals, families and some institutional relationships. The firm is not positioned as an ESG-focused manager and operates as a single-state adviser under its current registration profile. Manager activity centers on liquid, exchange-traded exposure with supplemental use of pooled vehicles such as mutual funds and third-party fund-of-funds for alternative exposure.

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Location & Offices