Kehoe Investment Services, Inc

Overview

Kehoe Investment Services, Inc. is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets fee model and concentrates its client work on a limited roster, enabling a hands‑on advisory approach. Its public-market allocation shows a clear preference for exchange‑traded equities, and the firm does not identify as an active ESG investor. Kehoe Investment Services runs a single-office practice and is organized as a corporation under individual ownership. Investment activity centers on equity exposure as the primary driver of client portfolios, with manager selection and external fund use reserved mainly for non‑core allocations such as real estate, commodities, and oil & gas. The adviser is not structured as a multi‑state firm and does not present itself as a pension consultant or related adviser.

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Location & Offices