KUTZ AND COMPANY INC.

Overview

Kutz And Company Inc. is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. Registered with the SEC in 2017, the firm blends advisory work with accounting expertise, which positions it to incorporate tax and bookkeeping considerations into portfolio construction and client planning. Fee arrangements mix a percentage-of-AUM model with hourly charges, and the firm operates as an active discretionary manager for its client base. Investment activity is concentrated in publicly traded pooled vehicles—primarily mutual funds and public funds—and the firm appears to implement client strategies through managed accounts alongside commingled funds. Kutz And Company Inc. is not an ESG investor and does not position itself as a multi-state or institutional pension consultant; its mandate and marketing are directed toward individual and family clients seeking integrated planning and portfolio management.

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Location & Offices