Broker Check

kANU Asset Management, LLC was founded with a singular mission: To provide sound investment advice and exceptional service to our clients. We are committed to providing our clients the best and most advanced solutions and strategies to grow and preserve their wealth and estate, stretch their assets through generations and accomplish their charitable and other legacy objectives. We provide professional management of individual and institutional assets, providing solutions-oriented investments and strategies to help our clients accomplish their investment objectives and financial goals.


Our Passion is to provide financial guidance. It is grounded in the biblical saying: "I will instruct you and guide you along the best pathway of your life. I will advise you and watch your progress"- Psalm 32:8 

Helping people find peace, happiness, and meaning in their lives while ensuring financial security through planning. Our purpose is grounded in the biblical saying: "For I know the plans I have for you declares the Lord, plans to prosper and not to harm you, plans to give you hope and a future"- Jeremiah 29:11

  • To achieve the highest level of professional excellence and leadership, and be among the most highly respected and sought-after investment advisory and consulting firms in our industry.
  • To have the reputation as the premier provider of financial services for the affluent and ultra-affluent.
  • To provide our institutional clients high-value advisory insight, expertise and strategies to meet their goals and objectives.
  • To build a team of knowledgeable professionals and experts dynamically responsive to change by employing progressive technology and expertise gained through continuous education.
  • To be singularly focused and committed to helping our clients meet their goals.

Honesty, professionalism and personal fulfillment govern all our actions. As a team, we understand the value of synergy and are dedicated to empowering each other and treating everyone with respect, fairness, and dignity.

  • To help our clients accomplish their financial legacy objectives.
  • To provide sound investment advice
  • To provide exceptional service
  • To respond to our clients' specific needs with appropriate and timely investments and strategies.
  • To minimize the impact of taxes on our clients.
  • To minimize the impact of losses, market drawdowns and inflation on our clients.
  • To ensure that our clients have lived their lives without a concern about outliving their income.
  • To ensure that our clients do not compromise their lifestyle, due to finances.
  • To ensure that our clients accomplish their estate, legacy, dynasty and charitable objectives.
  • We will always place your best interest first.
  • We will act with prudence; that is with the skill, care, diligence and good judgment of professionals.
  • We will provide full and fair disclosure of all important facts.
  • We will avoid conflicts of interest.
  • We will fully disclose and fairly manage, in your favor, any unavoidable conflicts of interest.