KOEHLER FINANCIAL SERVICES, INC.

Overview

Koehler Financial Services, Inc. is a small, individually owned corporate adviser that combines insurance brokerage with discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates its client base on individual and family households rather than institutional or pension clients. Investment activity is centered on pooled public funds—primarily mutual funds—supplemented by insurance-wrapped products. The adviser does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Portfolio construction emphasizes delegated, discretionary management using mutual fund sleeves for core equity and fixed-income exposure. The firm’s status as an insurance broker informs its product mix: insurance vehicles and annuities are part of the toolbox alongside mutual funds. There is no indication the firm acts as a capital allocator to third-party alternative fund managers.

Assets & Accounts

Investments & Alternatives

Location & Offices