KANU Asset Management, LLC
About
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. Along with your advisor at kANU, this super trio brings more than 100 years of experience to clients.
Neither kANU ASSET MANAGEMENT, LLC, nor its advisors, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
I am not licensed in all jurisdictions.
4015 Executive Park Drive, Suite 402, Cincinnati, Ohio 45241
Helping clients secure their retirement and leave a legacy for their children's children.
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Frequently asked questions
What is your typical process for working with a new customer?
1. Gain Understanding
2. Review Information
3. Determine Scope
4. Gather Supporting Information
5. Evaluate Potential Solutions
6. Implement Agreed Upon Solutions
What education and/or training do you have that relates to your work?
licensed in Life and Health, Annuities and Long-Term Care in KY, OH, and FL.