Providing our clients with the best in Investment Management and Planning Services since 1995

A COMPLETE
FINANCIAL SOLUTION

Today’s investor is constantly bombarded by a myriad of possibilities. For many, this can be exciting, but for many more, it can be incredibly daunting. Since 1995, Kalman Kushnir Capital (KKC) has provided our clients with top-quality money management and planning services. We offer consistent, tailored advice and service, along with a proven track record of sound investment selection.

Our clients include high-net-worth individuals, entrepreneurs, professionals, corporations, and retirement funds. They rely on us not only to help evaluate and execute their financial plans, but also to implement, manage, and report on the progress of those plans.

KKC’s services don’t stop with disciplined, insightful money management. We also provide counsel on a wide variety of financial issues.

Through our relationships with a network of outside experts, we can assist our clients in a variety of areas, including:

  • Retirement plan services
  • Charitable giving strategies
  • Income tax planning and preparation
  • Concentrated stock positions
  • Stock option optimization strategies

We provide personal, customized attention to each and every KKC client.