Kinetic Investment Management, Inc.

Overview

Kinetic Investment Management, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2020. The firm is individually owned and positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. Kinetic also lists accounting among its business activities and maintains affiliations with other financial services firms such as insurance companies and real estate brokers. The firm does not identify as an active ESG investor. Kinetic uses multiple fee arrangements, including a percentage-of-AUM model, hourly fees, and fixed fees, which suggests it accommodates both ongoing asset management relationships and project or advisory engagements that are fee-for-service.

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Location & Offices