A complete list of active advisors currently associated with Kay Investments, Inc.

Warmer can help you find a great advisor at Kay Investments, Inc. or one who fits your needs even better.

Kay Investments, Inc. is an independent registered investment adviser with approximately $67.93 million in assets under management and one advising professional serving about 66 clients. The firm provides both discretionary and non-discretionary portfolio management to individuals and a range of entities, including investment limited partnerships, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations; it also manages pooled investment vehicles and institutional accounts. The firm offers mutual fund- and ETF-based model portfolios (generally for accounts custodied at Fidelity) and constructs custom portfolios from individual equities, fixed income, REITs and privately placed securities. Kay Investments uses fundamental analysis when selecting mutual funds and ETFs and a technical-analysis approach for individual equity and ETF trading, with allocations that may include privately placed collective investment vehicles. Compared with most solo independent advisers, Kay Investments’ management of pooled vehicles and its work with pension/profit-sharing and institutional clients are atypical features for a firm of its size. The brochure also discloses a $250,000 account minimum (waivable in certain circumstances) and that the firm recommends Fidelity for custody and receives software/support and other non-cash benefits, which it notes as potential conflicts of interest.

To learn more about the advisors currently working at Kay Investments, Inc., 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.