Kalantry Advisors LLC

Kalantry Advisors LLC provides ongoing portfolio management and investment advisory services primarily to individual and high-net-worth clients, and also works with pension and profit-sharing plans. The firm prepares a client-specific Investment Policy Statement, conducts portfolio monitoring, and facilitates access to third-party money managers and managed account solutions.

Kalantry operates primarily on a non-discretionary basis: it documents clients’ goals, risk tolerance, and time horizon in an IPS and implements recommendations only with client authorization, with at least annual reviews. The firm uses a mix of analytical approaches (fundamental, quantitative, technical, modern portfolio theory) and may utilize long- and short-term trading, margin and options strategies, while coordinating with an external managed-account platform that acts as a co-advisor under tri-party arrangements.

Distinctive features include that all reported assets are managed non-discretionarily, a structure that is uncommon among peers that typically accept discretionary authority. The firm is affiliated with an accounting practice—its principals also provide accounting services and devote material time to that business—creating potential referral relationships and conflicts disclosed in its brochure; the firm also relies on a single managed-account platform and custodian for investment solutions and operational support.