KOM WEALTH MANAGEMENT GROUP, LLC

Overview

KOM Wealth Management Group, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm combines discretionary portfolio management with financial planning, selection of other advisers, and publication of client communications. It charges clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and reports active ESG investing as part of its process. Investment activity emphasizes public funds and mutual funds as the primary building blocks of client portfolios, while the firm also uses third-party managers for alternative exposure. KOM appears to blend core passive and index-oriented public market exposure with selective external active allocations and alternatives to achieve diversification, risk management and return enhancement depending on client objectives. The firm provides advice to both individuals and institutions, and its offering includes portfolio management for businesses and small enterprises.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices