Investment Philosophy

Personal Service

Each of our portfolios is individually managed. Your relationship manager will work closely with you to answer your questions and understand your investment objectives, goals, income needs, risk tolerance, tax considerations, and wealth transfer strategies. We will work with your tax and legal advisors to aid in a seamless coordination of your finances.

Singular Focus

Our expertise is managing your investment portfolio and that’s our only business. KIM’s investment team include portfolio managers and analysts who actively trade, which allows them to capture opportunities as they occur.

Closed-End Funds

We specialize in closed-end funds (CEFs)—securities we believe are often overlooked by other money managers. At KIM, we’re large enough to deploy resources for monitoring markets and uncovering CEF opportunities, yet nimble enough to take advantage of them on your behalf. Learn more about closed-end funds.