KYUR, Inc.

KYUR provides ongoing discretionary portfolio management and also serves as a subadvisor to other advisers, with services documented through Investment Policy Statements tailored to each client. The firm’s client base is concentrated among individual investors rather than a dedicated high‑net‑worth clientele, and it typically recommends ETFs and U.S. equities to a majority of clients while also making broader investment options available.

KYUR’s investment process blends fundamental analysis, modern portfolio theory, behavioral finance and quantitative methods, and it uses proprietary mathematical algorithms and quantitative screens to appraise individual risk tolerances and construct portfolios. The firm generally manages accounts on a discretionary, long‑term basis and performs regular portfolio monitoring tied to each client’s stated objectives.

Noteworthy for a small adviser, KYUR combines algorithmic risk profiling with a willingness to act as a subadvisor and to include alternative instruments (REITs, hedge funds, private equity and precious‑metal ETFs) in its offerings. The firm participates in institutional broker programs (e.g., Interactive Brokers and TD Ameritrade), may receive third‑party research or soft‑dollar benefits, and centralizes monthly account reviews under its CEO, factors that can affect execution and operational arrangements.