Kuyrkendall Capital

The firm provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients and also offers consulting services to pension and other employee benefit plans, including 401(k) plans. Services described in the brochure include development of written investment policy statements, discretionary portfolio management, pension plan design and monitoring, and financial planning engagements.

The adviser’s investment process combines fundamental analysis, modern portfolio theory and quantitative methods to construct portfolios and may use both long‑term and short‑term trading approaches; the firm’s stated strategies can include margin, short sales, and options as well as allocations to mutual funds, ETFs, REITs, annuities and commodities. The firm typically seeks discretionary authority, documents client risk tolerance in an Investment Policy Statement, and provides quarterly reporting through the account custodian.

Noteworthy distinctions include an explicit pension consulting practice, which is relatively uncommon for firms in this category, and disclosed insurance activities: supervised persons are licensed to sell insurance and annuity products and may receive commissions for those sales, a potential conflict the brochure says is disclosed and monitored. The firm also requires clients to use a specified custodian, acknowledges receipt of soft‑dollar benefits, and describes policies intended to mitigate conflicts when recommending insurance products or third‑party managers.