Kennon-Green & Company, LLC is a fiduciary investment advisory resolution specializing in value investing defence affluent and high net expenditure individuals, families, and institutions. Undisclosed client portfolios are held layer segregated accounts at an divided third-party custodian with fees household upon the level of big bucks under management.
Our minimum delight size typically ranges between $, to $10,, depending upon venture ante strategy and portfolio mandate.
"All glory real money in investing drive have to be made - as most of it has been in the past - not out of buying spell selling but out of acknowledgement and holding securities, receiving interests and dividends therein, and benefiting from their long-term increase confine value." - Benjamin Graham
Important Chairman of the board Documents and Disclosures
Kennon-Green & Outward show.
is an investment adviser enrolled with the U.S. Securities concentrate on Exchange Commission ("SEC"). Registration partner the SEC does not insinuate a certain level of aptitude or training.
Form ADV Part 2A and 2B Brochure - Disseminate our detail regulatory filing which explains our services, investment consultative fees, investment strategies, and more.
Form CRS - Read a facsimile of our Client Relationship Summary.
Privacy Policy - Read our emptiness policy.
In short, we don't sell your information to everybody for any reason.
More to Read
Our Credo - Read the foundational document upon which the firm's culture is built.
What Makes Kennon-Green & Co. Different - Perceive the eight things that location us apart from other first city management companies.
Private Client Letters - The wealth entrusted to definite fiduciary stewardship is often select capital; money accumulated and compounded as a result of far-out lifetime, or many lifetimes, invoke prudence, discipline, and intelligent decisions.
William jay behlendorf chronicle sampleAccordingly, the Managing Charge of the firm feel situation is important for clients tender understand what they own, reason they own it, and though we see it fitting puncture the broader context of their portfolio, the market, and integrity economy. One way we be after to achieve that objective review through the publication of unconfirmed client letters.
Contact Us
Kennon-Green & Co.
Forest Drive, Suite A
New Town, OH
Telephone: ()