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At KTF Investments,

everything is personal.

We are committed to upholding the highest standards of fiduciary care and to honoring the trust our clients place in us with every decision we make.
At KTF Investments,

everything is personal.

Our goal is to forge deep and lasting relationships to truly understand your priorities and aspirations.
At KTF Investments,

everything is personal.

We are dedicated to delivering outstanding customer service by truly getting to know you and your family — offering personal attention and care across generations.

What We Do

At KTF Investments, we work on building a deep and lasting relationship, fully understanding your priorities and aspirations, and what matters most to you.

We work closely with our families to support their long-term financial health and wellness — sharing thoughtful guidance and a deep commitment to their evolving needs across generations.

Working with Us

Building an enduring relationship — truly understanding your family’s goals, challenges, and ambitions — is at the heart of all we do.

Client relationships begin with a financial plan and risk assessment, forming the foundation of a personalized investment strategy.
We work closely with you — throughout the life of our relationship and beyond your investment portfolio — continuously refining your financial plan to ensure it remains aligned with market conditions and your evolving circumstances.
For families with complex estate and tax considerations, we collaborate directly with your CPAs and attorneys to ensure every financial decision is thoughtfully integrated with your overall financial picture.

Who We Are

Tenured, caring, and trusted fiduciaries

With over 50 years of experience, we bring a breadth of insight and experience cultivated through multiple market cycles.

Everything we do is personal — from building an enduring relationship with you and your family to understanding our investments inside and out. Our team is deeply committed to acting in your best interests, upholding the highest standards of fiduciary responsibility and earning your trust with every decision  we make.