KUTSCHER BENNER BARSNESS & STEVENS, INC.

Overview

Kutscher Benner Barsness & Stevens, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 1995. The firm serves both individual & family and institutional clients and positions itself as a capital allocator: it manages client relationships and directs capital across public funds and third‑party alternative fund managers rather than relying solely on in‑house proprietary products. Advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and the publication of client communications. Investment activity leans heavily toward pooled public funds for core exposures while supplementing portfolios with external alternative strategies. The firm identifies as an active ESG investor, indicating ESG considerations are integrated into security selection or manager selection processes. Fee arrangements are flexible and include percentage of AUM, hourly charges, and fixed fees, reflecting both ongoing advisory relationships and project‑based work.

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