Kinvest Capital Management, Inc.

Overview

Kinvest Capital Management, Inc. is a small, individually owned corporate advisory firm focused on financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include asset-based charges, hourly billing, and performance-linked fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Classification in available records is unclassified and there are no publicly listed related advisers.

Assets & Accounts

Investments & Alternatives