KOI Portfolio Management, LLC

Overview

KOI Portfolio Management, LLC is an independent, fee-based registered investment adviser formed in 2020 that focuses on discretionary portfolio management and financial planning for individuals and small businesses. The firm operates as a boutique RIA under individual ownership and structures fees as a percentage of assets under management. Its investment approach leans strongly toward public equities, with a preference for liquid, exchange-traded instruments to form the core of client portfolios. KOI is not an active ESG investor and does not present itself as a multi-state or institutional pension consultant; its client base is primarily individual and family relationships rather than large institutional mandates. Services center on bespoke portfolio construction and ongoing portfolio oversight for a relatively small client roster. The adviser implements portfolios in a discretionary capacity, using liquid public markets for most allocations while supplementing core equity exposure with third-party mutual funds and selective alternative strategies where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices