Portfolio management is the hardest piece of the puzzle to solve for individual investors. There are thousands of mutual funds, ETFs, stocks and bonds to choose from, which is a daunting task for the Do It Yourself investor. I work with clients who want a personalized approach to constructing a portfolio that can range from finding yield to buying growth stocks or a mix of more than one strategy. For investors who have a difficult time verbalizing what they want or need, I can work with you to find the best solution. At the end of the day, I want you to sleep well at night and have confidence in your portfolio.
For more details and a fee schedule, email me at email@example.com and I will send you a copy of the firm’s brochure at no obligation.
About the Company
Kisco Capital is an independent Registered Investment Adviser founded in 2015 that is located in Mt. Kisco, New York, and owned by the firm’s principle. The firm acts in a fiduciary role and has an open architecture, which means there are no financial products sold on commission.
All client assets are held at a third-party custodian in the clients’ name where Kisco Capital has trading authority to buy/sell on behalf of its client base. There is no commingling of funds, as all clients have separately managed accounts.
Kisco Capital, LLC’s CRD No. (FINRA): 226621