Komich Capital Advisors
Helping Families, Businesses, and Individuals Grow and Preserve Wealth Through Custom Investment Strategies
5.0
Komich Capital Advisors offers independent financial advice to maximize the impact of savings on families, community, and future quality of life.
About
Komich Capital Advisors provides independent financial advice tailored to families, businesses, and individuals, focusing on portfolio construction, tax optimization, ESG investing, alternative investments, and comprehensive financial planning. The firm ensures fiduciary duty alignment with client best interests, offering services such as 401(k) plans, financial planning, and strategic partnerships for tax professionals.
Services
Portfolio Construction
Ensures portfolios appropriately compensate for risk levels and maximize expected returns according to unique risk profiles.
Tax Optimization
Minimizes tax liability and maximizes after-tax returns by considering income taxes, capital gains, and IRS penalties.
Environmental, Social, and Governance (ESG) Investing
Aligns investments with clients' environmental and social values while maintaining competitive returns.
Alternative Investments
Provides access to a diverse range of alternative assets with managed risk.
Financial Planning
Creates a step-by-step roadmap to achieve financial goals such as retirement, financial independence, or education funding.
401(k) Plans
Offers tailored 401(k) solutions for businesses of all sizes to optimize tax strategy and employee retention.
Credentials & Certifications
Reviews
