Kamke Investment Strategies Inc.

The firm provides discretionary investment supervisory services to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and small businesses. It manages roughly $80 million for a limited client roster and focuses on personalized portfolio management for individual accounts.

The firm’s investment process combines fundamental and technical analysis, mutual fund and ETF evaluation, and a mix of long‑term, short‑term and trading strategies, with the use of margin or direct‑purchase fixed income where appropriate; accounts are reviewed at least quarterly. It generally recommends an institutional custody and brokerage platform that supplies trading, research and back‑office services, but clients direct brokerage and the adviser does not negotiate trade‑by‑trade commissions.

A noteworthy feature is the firm’s affiliation with an accounting practice: both advisory principals are licensed CPAs and partners in the affiliated accounting firm, which may perform clerical tasks for the adviser and to which clients may be referred for separate accounting or tax services (the brochure discloses this creates an inherent conflict of interest and that clients are under no obligation to use the accounting firm). The firm also operates with a small number of clients relative to its assets under management, discloses that it will not vote client proxies, and permits cross‑referrals between the affiliated firms without interfirm referral fees.