Kestra Investment Management
Kestra Investment Management, a division of Kestra Holdings, is an industry-leading wealth management platform provider. KIM’s investment models are customizable, allowing advisors the opportunity to cater to each client’s distinct goals and preferences with personalized solutions. The firm provides market research, commentary, and portfolio guidance to its affiliated broker-dealers and registered investment advisers.
ABOUT KESTRA
Kestra Investment Management's portfolios are structured to help advisors maximize opportunities for their clients, providing options based on risk, growth, and tax preferences.
Since its launch in 2021, KIM has launched eight Model Portfolio Series, managing client assets across multiple models.
In addition to managing custom portfolios for high-net-worth individuals, the KIM team distributes thoughtful and comprehensive investment content to financial advisors ahead of new portfolio launches, further explaining risk factors, stock selection, and how their portfolios can support advisors and their clients.
AREAS OF EXPERTISE
Model Portfolio Solutions.
KIM offers a diverse range of model portfolios designed to cater to various client needs, including Strategic Series, Dynamic Series, Active Income Series, and Satellite Series.
In addition to model portfolios, KIM provides custom portfolio management services for high-net-worth individuals, tailoring investment strategies to meet specific client goals and preferences.
KIM has enhanced its offerings by deepening its partnership with iCapital, providing advisors with improved access to alternative products such as private equity, private credit, real estate, infrastructure, and hedge funds.
Advisor Support and Education.
KIM is committed to supporting financial professionals by providing timely economic and market insights, comprehensive investment solutions, and sophisticated analysis.