A complete list of active advisors currently associated with Kevin Investments

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

Kevin Investments is a newly formed advisory firm that provides financial planning and investment planning services to individuals and high-net-worth clients. Although registered as an investment manager, the firm reports no assets under management and focuses on delivering written, tailored financial plans rather than ongoing discretionary portfolio management. The firm’s investment approach emphasizes passive index funds and ETFs as core holdings with modest allocations to higher‑growth asset types and, for certain clients, limited exposure to cryptocurrencies; it uses a range of analytical methods including modern portfolio theory, quantitative, fundamental, technical, and cyclical analysis to shape recommendations. Services are generally delivered as one‑time, client‑specific plans and Kevin Investments does not assume trading discretion or custody of client assets, leaving implementation and custodial arrangements to the client. Compared with many investment‑manager peers, Kevin Investments bills clients on a fixed‑fee or hourly basis instead of using a percentage‑of‑AUM fee model and does not engage in trading client accounts. The firm is operated by a single management person, was recently established, and documents conflicts and personal trading through a written code of ethics and related policies.

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