Kodiak Investment Management, LLC
Balance      Integrity      Wisdom      Trust       Discipline
Welcome
We are a full service Registered Investment Advisor.  We assist individuals, businesses and
charities, regardless of size, in reaching their financial goals.  We are located in Aitkin, Minnesota, in
the heart of the lake country of north central Minnesota.
Balance – it’s what matters most, both when managing your financial gifts, as well as in life.  We
can help balance your current desires with your future desires, your desire to leave a legacy with your
current life style, and your responsibilities toward your family and loved ones with your social,
philanthropic, and other outside obligations.
Kodiak was founded on this principle as well as the core values of integrity and trust.  Fair and
upfront dealings regarding fees, costs, investment vehicles, philosophy, market conditions, and
service, are fundamental expectations and form the basis for our relationships with our clients.
We believe that, among other things, your life experience and situation is unique and deserves
an individual and unique approach.  We strive to consider all aspects of your life, your philosophy for
living, and your desires regarding your legacy.
We are your point person.  Whatever title you use, since we have daily contact with your portfolio
and are aware of your total financial picture, we are in the best position to spot gaps in your financial
life, find solutions, and work with your circle of professionals to keep you on track.
©2010 Kodiak Investment Management, LLC  All Rights Reserved

No Derivatives;  No Subprime; No Wire House affiliations;
Independent Investment Advisor Representative, and independent custodian.

Important Consumer Disclosure

Kodiak Investment Management, LLC . (“Kodiak”) is a registered investment adviser located in Aitkin, MN.  
Kodiak and its representatives are in compliance with the current registration requirements imposed upon
registered investment advisers by those states in which Kodiak maintains clients.  Kodiak may only transact
business in those states in which it is registered, or qualifies for an exemption or exclusion from registration
requirements.  Kodiak’s web site is limited to the dissemination of general information pertaining to its
investment advisory services.  Accordingly, the publication of Kodiak’s web site on the Internet should not be
construed by any consumer and/or prospective client as Kodiak’s solicitation to effect, or attempt to effect
transactions in securities, or the rendering of personalized investment advice over the Internet.  
Furthermore, the information resulting from the use of tools or information on this Internet site should not be
construed, in any manner whatsoever, as the receipt of, or a substitute of for, personalized individual advice
from Kodiak.  Any subsequent, direct communication by Kodiak with a prospective client shall be conducted
by a representative that is either registered or qualifies for an exemption or exclusion from registration in the
state where the prospective client resides.  A copy of Kodiak’s current written disclosure statement
discussing Kodiak’s business operations, services and fees is available from Kodiak upon written request.  
For information pertaining to the registration status of Kodiak, please contact the state securities law
administrators for those states in which Kodiak is registered. Kodiak does not make any representations as to
the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any
unaffiliated third party, whether linked to Kodiak’s web site or incorporated herein, and takes no
responsibility therefore.  All such information is provided solely for convenience purposes only and all users
thereof should be guided accordingly.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY
WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR
RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE
LINKED TO THIS WEB SITE.