Kalinowsky Asset Management

Overview

Kalinowsky Asset Management is an independent registered investment adviser serving individuals and families, with a focus on financial planning and discretionary portfolio management for individuals and small businesses. Founded and registered in 2015 as a corporation with individual ownership, the firm charges clients primarily as a percentage of assets under management and also offers hourly advisory engagements. Their mandate centers on personalized wealth management rather than institutional or pension consulting, and they do not position themselves as an ESG-focused manager. Investment activity shows a clear preference for pooled public vehicles as the core of client portfolios, supplemented by fixed-income instruments and alternative real estate exposure. The firm acts as a fee fiduciary to a concentrated client base and runs fully discretionary strategies for the bulk of its AUM.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices