KADISAK FINANCIAL SERVICES, INC.

Overview

Kadisak Financial Services, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners, and it also serves some institutional clients. Its advisory model blends fee-based relationships (percentage of AUM) with fixed-fee arrangements, and the firm exercises discretionary authority over client portfolios. Investment emphasis is on publicly available pooled vehicles — public funds and mutual funds form the largest single sleeve of client assets — supplemented by third‑party alternative managers and insurance-based products. The firm does not act as a capital allocator (it does not run private funds) and is not positioned as an ESG specialist. In practice Kadisak Financial Services appears to construct client portfolios around mutual fund strategies for core exposure, layering in hedge fund allocations and annuities where appropriate to address return diversification and income needs.

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Location & Offices