Kaufman Hall Investment Management (KHIM) offers investment advice and management to institutional clients like hospitals, universities, and municipalities. KHIM provides services including investment platform design, investment consultant searches, and asset allocation support. KHIM also manages investments, primarily in bonds, aiming for attractive returns while preserving capital. KHIM does not offer wrap fee programs.
Assets Under Management$2.3B
Clients27
AdvisorsN/A
Avg. per Client$86M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
KHIM manages investments for institutional clients and charges a fee based on a percentage of the value of your portfolio. The specific percentage is determined by your agreement with KHIM.
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