KTF INVESTMENTS, LLC

Overview

KTF Investments, LLC is an independent, SEC-registered investment advisory firm organized as an LLC and owned by an individual principal. The firm focuses on serving individuals and families and acts as a capital allocator, combining financial planning with portfolio management and third-party manager selection. Its stated advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements include both asset-based (percentage of AUM) and fixed-fee structures. The firm does not position itself as an ESG-focused manager, and it conducts business from a single office. KTF identifies equities—particularly exchange-traded securities—as its primary investment preference.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices