Kisco Capital, LLC (Kisco Capital) is a Registered Investment Adviser that focuses on investment management services for its clients. The firm allocates capital in stocks, bonds and commodities based upon the business cycle and the macroeconomic environment. Investments are allocated beginning with a top-down approach that is combined with technical and fundamental analysis to construct a portfolio that fits your financial goals and risk profile. The firm acts in a fiduciary role so that client accounts are managed on a discretionary basis by the firm’s principal, Paul J. McCarthy, III CFA (see his background and experience below).
You can use the experience and market knowledge of the firm to your advantage. On a daily basis, Kisco Capital monitors stocks, interest rates, credit markets, currencies and macroeconomic data that can affect your portfolio’s performance. The firm acts as your eyes and ears on the markets while you go about your daily life.
The firm focuses its investment advice around liquid investments that are generally exchange-traded securities (stocks, bonds, preferred equities, ETFs, etc.). Mutual funds are typically not recommended because most charge high fees that negate their ability to beat their corresponding index (I talk more on this in the firm’s brochure – see below to get a copy).
The compensation structure is designed to eliminate conflicts of interest between the firm and its clients. Compensation is based upon assets under management solely as Kisco Capital does not pursue commission based compensation structures (no mutual funds or annuities).
Kisco Capital is based in Westchester County, New York and is wholly owned and operated by Paul J. McCarthy, III CFA. The firm began offering its services to clients in late 2015.