Ktf Investments, LLC

KTF Investments manages investment portfolios and provides personalized financial advice for individuals, high-net-worth clients, and retirement plans. Operating as an independent registered investment advisor, the firm creates customized investment strategies based on each client's specific financial goals, risk tolerance, time horizon, and liquidity needs. KTF Investments offers its services through a wrap fee program where clients pay a single bundled fee that covers both investment management and associated trading costs through Charles Schwab & Co. The firm works to build diversified portfolios using various asset types and can manage accounts on either a discretionary basis (making trades without asking first) or a non-discretionary basis. In addition to portfolio management, the firm helps clients integrate outside resources like retirement plans, Social Security projections, and real estate into their overall financial picture.