Wealth Management : Elevated
For Individuals, Families, Pensions, and Endowments
Wealth Management for Individuals and Families:
Your Journey, Our Expertise
Your life will change: financially, professionally, and personally. Your goals will change: wealth accumulation, asset preservation, legacy planning.
We guide you along your journey, creating tailored wealth strategies built for your current needs, with the flexibility to adapt as your life and goals evolve.
We are your advisor in the truest sense of the word.
Institutional Asset Management:
Solutions for pensions, endowments, and retirement plans
We know first-hand the importance of strategic planning and crafting custom solutions to help plan sponsors achieve their financial goals and meet their fiduciary obligations. Let our extensive experience working with institutional investors help guide you with multi-asset solutions; sustainable investing; liquidity solutions; benchmarking & analysis; and outsourced Chief Investment Officer oversight.
Every plan is unique, and we work hand in hand with plan sponsors to help implement best-in-class solutions.
Our Services
The advisors at KinneyMunro are fiduciaries to our clients. Our advisory services are grounded in the insights and experience we have gained over a combined six decades of investing through multiple market cycles.
For individuals we combine our professional knowledge with comprehensive wealth management services to create wealth plans built for today with the flexibility to change as your life and markets change
For Institutions we use our experience engaging with and managing money for public and corporate pension plans, foundations & endowments, and sovereign wealth funds to help plan sponsors implement investment solutions to achieve their financial goals and meet their fiduciary obligations.