KENSINGTON AMI, LLC

Overview

Kensington Ami, LLC operates as an independent registered investment adviser organized as a limited liability partnership focused on fee-based wealth management. The firm serves both individual and family clients as well as institutional accounts, delivering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and investor education through seminars and workshops. Investment activity is centered on liquid public-market exposure, with exchange-traded equities the single largest asset type in client portfolios. The firm runs a mix of discretionary and non-discretionary mandates and prices its services as a percentage of assets under management. Kensington Ami does not position itself as a capital allocator and does not report active ESG investing or multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices