Kindzia Investments

Kindzia Investments serves individual clients, trusts, and estates through discretionary asset management, providing customized portfolio construction and continuous account monitoring. The firm also offers one‑time consulting and due diligence for commercial real estate transactions and private placements, including 1031 exchanges and Delaware Statutory Trusts, for clients who meet suitability requirements.

The firm follows a value‑oriented, fundamental approach that relies on a wide set of market valuation metrics (for example, Shiller P/E, Market Cap to GDP, regression‑to‑trend and other long‑cycle measures) to assess aggregate risk. It emphasizes loss prevention and will implement tactical reallocations — up to excluding entire asset classes for extended periods — when its valuation signals indicate severe market risk.

Compared with many peers, the firm’s advisory practice is affiliated with accounting and tax services: the firm’s principal is a licensed CPA who provides separate accounting and tax assistance and devotes a small portion of time to those services outside of advisory work. The firm also requires accounts to be custodied through a single institutional platform and performs negotiated, front‑end due diligence on private real estate and Reg D opportunities; it additionally experiments with shorter‑duration trading ideas in personal accounts before proposing them for clients.