2 Knights Wealth Management, LLC

2 Knights Wealth Management provides personalized investment management and related financial advice to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm reports managing roughly $127 million across about 59 client relationships and generally accepts separately managed accounts with a negotiable $250,000 minimum.

The firm pursues primarily long‑term equity strategies informed by fundamental, technical and cyclical analysis and offers actively managed mutual‑fund portfolios structured around Modern Portfolio Theory with conservative, moderate and moderately aggressive allocations that are rebalanced at least quarterly. Portfolios are managed on a discretionary basis, clients may impose investment restrictions or an investment policy statement, and the firm uses artificial‑intelligence and machine‑learning tools to support research while retaining human oversight and final decision authority.

Operationally, 2 Knights describes a strict fee‑only model with no commissions, no soft‑dollar arrangements and a requirement that advisory clients use a designated custodian for custody and trade execution (Fidelity), with trade aggregation practices and a stated approach to seeking best execution. The firm also emphasizes formal compliance controls — including a Code of Ethics, pre‑approval and duplicate‑statement procedures for personal trading — and a small advisor team managing a relatively large discretionary asset base.