Khaveen Investments

Overview

Khaveen Investments is an independent registered investment adviser operating as a corporation and owner-managed by an individual. The firm serves a mix of individual, family and institutional clients and provides comprehensive advisory services that include financial planning, portfolio management for individuals and pooled vehicles, and security ratings/pricing services. Its business model supports both discretionary and non-discretionary mandates and the firm charges a variety of fee arrangements: percentage of AUM, hourly, fixed fees and performance-based fees. Investment preferences show a clear equity tilt: the firm favors exchange-traded equities and ETFs as the primary vehicle for client portfolios. Khaveen Investments does not present itself as an active ESG investor. It also allocates to third‑party alternative managers in tangible-asset categories and uses mutual funds and corporate debt for additional diversification and income management. The presence of performance-based fees and management of pooled investment vehicles suggests the firm can handle institutional-style mandates or specialized client arrangements.

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Location & Offices