The Kalish Group

Overview

The Kalish Group is a small, independent registered investment advisor that serves individual and family clients and small business owners. The firm offers fee-based financial planning and discretionary portfolio management, operating on a percentage-of-AUM model. Investment activity is concentrated in public markets, with a clear tilt toward exchange-traded equities as the primary building block of client portfolios. The adviser does not position itself as an ESG specialist and operates from a single-state footprint. Portfolios appear to be managed with a pragmatic mix of exchange-traded equities and third‑party pooled vehicles (mutual funds) as core holdings, supplemented on a case-by-case basis with private placement investments when appropriate for client suitability. Given the firm’s size and client base, manager selection and use of externally managed strategies are limited and targeted rather than broad multi-manager allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices