Broker Check


The kANU Difference

The Virtual Family Office Model


kANU Asset Management, LLC is a Cincinnati, Ohio based Registered Investment Advisory (RIA) Firm with a single focus: To provide sound investment advice and exceptional service to our clients. Our Virtual Family Office delivers unique, exceptional value to our clients, differentiating us from our competitors. Our advisors align with like-minded boutique firms worldwide, firms and professionals with “an alphabet soup of credentials” —including leading CPA’s, Estate Planning Attorneys, trust officers, etc. These partnerships yield our clients the multidisciplinary resources and opportunities they seek as they embrace the responsibilities that come with extraordinary wealth.

Clients have access to a team of professionals and subject matter experts, like CPA Roy Mitchell and Estate Attorney William Russo (pictured below). Along with your advisor at kANU, this super trio brings more than 100 years of experience to clients.


WEALTH BY DESIGN

kANU works together with specialists to ensure they fully understand your family's needs and goals and the responsibilities of each team member. Most people believe wealth only consists of Financial Capital and unintentionally ignore other forms of Family Capital which harbor the greatest potential. Highly successful families organize their Financial Capital so they are able to devote their resources to cultivating all their assets to build a lasting legacy for generations. 

kANU Private Client Group:

Provides comprehensive Wealth Management, Financial Planning, Investment Consulting, and Portfolio Management Services to Physicians, Business Owners, individuals and other professionals who are seeking sound financial advice from a trusted advisor

Our approach will change the way you think about your:

  • Money
  • Taxes
  • Business
  • Investing
  • Estate
  • Legacy

      We will show you how to:

  • Keep more of what you make
  • Grow your assets
  • Receive tax-free income
  • Protect your assets
  • Control your estate
  • Leave your legacy

kANU Institutional Services Group:

Provides Fixed Income Trading, Institutional Consulting, Strategic Advisory and Asset Management Services to Institutions, and access to Minority and Emerging Portfolio Managers.


Schedule a Consult

Name
Email
Phone
Thank you! Oops!