K.W. Andersen Investment Group, LLC

Overview

K.W. Andersen Investment Group, LLC is an independent registered investment adviser that focuses on serving individual and family clients with fee-based portfolio management and financial planning. The firm runs a relatively concentrated practice: it manages portfolios on a discretionary basis, charges a percentage-of-AUM fee, and supplements client work with educational seminars and workshops. The firm reports an equity-first posture, allocating the majority of client capital to exchange-traded equities and using a mix of pooled and separately managed vehicles to implement portfolios. Advisory services are oriented toward individuals and small businesses rather than institutional mandates. The firm does not position itself as an ESG specialist and is not registered as a multi-state or pension consultant adviser. Investment decisions appear to favor liquid public markets for core exposure while reserving a portion of client capital for third-party alternative managers in hedge funds and real estate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices