Kestra Investment Management Team

Kestra Investment Management is a team of experienced professionals who help us manage client portfolios. They are registered with the Securities and Exchange Commission, which means they follow important rules that help protect investors. Their team studies the markets every day, applying what they learn to build models and guide portfolio management.

We partner with them because we believe strongly in their portfolio management approach. Their portfolios use mostly ETF based strategies that are known for being low cost, efficient, and easy to use across different market conditions. They also create stock-based models for clients who want a more focused or active style.

The Kestra IM team brings more than one hundred years of combined experience, and many of them have worked at some of the most respected financial firms in the industry. We rely on their deep research and thoughtful process to support long term goals for our clients. They also offer general market outlooks, join video calls with clients, and hold quarterly calls that explain what is happening in the markets in simple and understandable ways. 

The Kestra IM team works closely with us, but they are not employees of our firm, and we are not employees of theirs. We simply work together to give our clients strong, well researched, and professionally managed portfolios.

For more information, please reference the Kestra Investment Management LLC Form ADV disclosure brochure. Kestra IM employees are not affiliated with or employees of the independent advisory firms they provide services to nor are the independent registered representatives or registered investment advisors affiliated with or employees Kestra IM.