A complete list of active advisors currently associated with Extraordinary Kale LLC

Warmer can help you find a great advisor at Extraordinary Kale LLC or one who fits your needs even better.

Extraordinary Kale LLC provides advisory services to individuals, high-net-worth clients, and corporations or business entities, offering asset management, financial planning and consulting, and retirement-plan rollover advice. The firm’s services include ongoing portfolio supervision for managed accounts as well as modular written financial plans and one-time or ongoing consultations. The firm tailors its advice to each client’s circumstances and can act on a discretionary or non-discretionary basis, following a primarily value-oriented, long-term approach while also using tactical and strategic asset-allocation techniques. Its stated methods include fundamental and technical analysis and incorporate derivative strategies—such as options transactions and margin—into portfolio management when appropriate. Noteworthy aspects include the combination of hourly-billed financial planning and consulting with active portfolio management for both individual and corporate clients, offered by a newly registered adviser that currently reports no assets or active clients. The firm disclaims any role as a private fund adviser and the managing member maintains an unrelated executive role outside the advisory business.

To learn more about the advisors currently working at Extraordinary Kale LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.