Kwma

Overview

Kwma is a small, independent registered investment adviser that focuses on serving individual and family clients with fee-based financial planning and discretionary portfolio management. The firm runs a compact, equity-oriented investment program and describes itself as an active ESG investor, which implies integration of environmental, social and governance criteria into its security selection and portfolio construction. Advisory activities include financial planning, ongoing portfolio management for individuals and small businesses, and publication of periodicals or newsletters—suggesting the firm positions itself as both a hands-on manager and a source of investment commentary for its clients. The firm is not set up as a capital allocator to third-party fund managers and operates on a mix of fee arrangements (percentage of AUM, hourly and fixed fees), which suits smaller, high-touch client relationships. Given the size and client base, decision-making and implementation are likely centralized and direct, favoring liquid public markets and vehicles that support straightforward reporting and transparency.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices