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We provide Concierge-Based financial services.

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Our Client-Centric
Philosophy

At Kinetic Investment Management, we recognize that your portfolio is more than just a number. It represents your hard work, dedication, and the sacrifices you’ve made to secure a financial future for your loved ones. That’s why we take our responsibility to you personally. Our mission is to ensure you feel supported every step of the way, with a “financial concierge” by your side.


While each case is uniquely designed, all are handled with the same integrity, respect, and forward-thinking attention to detail that defines the Kinetic experience. We welcome the opportunity to introduce you to our personalized approach and commitment to truly individualized service.

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Building Wealth Together,

One Step at a Time.

KINETIC INVESTMENT MANAGEMENT

We provide tailored investment management solutions designed to help clients achieve their financial goals with confidence. We are dedicated to helping clients achieve their financial goals through disciplined, personalized investment strategies. With a focus on long-term growth and risk management, our team combines deep market expertise with a commitment to transparent, client-centered service. We provide comprehensive investment solutions tailored to each client’s unique needs, leveraging rigorous research and innovative strategies to navigate evolving market conditions. Our team of professionals is committed to transparency, integrity, and personalized service, ensuring that every client receives guidance aligned with their unique objectives and values. Our mission is to to provide a truly unique financial experience to our clients by delivering holistic financial planning accompanied with concierge service.

Additional information about Kinetic and services offered is available in our Client Relationship Summary and our company Brochure located on our website below or you can visit https://adviserinfo.sec.gov/. These disclosure documents will also be provided to you at the time you decide to engage with us.

Headquarters

633 W. 5th Street, Suite 1050

Los Angeles, CA 90071

Branch Offices
 

California

Chino Hills

Glendale

Los Angeles

Florida

Coconut Creek

Naples

Illinois

Deer Park

Oak Brook

Kentucky

Bowling Green

Louisville

New Hampshire

Manchester

New Jersey

Princeton

Oklahoma

Tulsa

Texas

The Woodlands

Utah

Lehi

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