Kilihune Research offers investment recommendations to a third-party sponsor for unified management account programs. Kilihune provides model portfolios based on two strategies emphasizing closed-end mutual funds: CorePlus CEF and Multi-Asset Income CEF. These strategies involve investment analysis, portfolio composition, rebalancing, and buy/sell recommendations. Kilihune doesn't manage individual client accounts directly, and the sponsor retains discretion over transactions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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