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Balance      Integrity      Wisdom      Trust       Discipline
Welcome
We are a Registered Investment Advisor.

We assist
individuals, charities, and city and county governments, design and manage
their investment portfolios to minimize risk.
 

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Kodiak was founded on the principle of balance 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 you are not looking for cookie cutter, model portfolios.  You are looking for
custom designed and managed portfolios, looked after with the same care as our own.
©2016 Kodiak Investment Management, LLC  All Rights Reserved
No bank or wirehouse affiliations; fully Independent Investment Advisor, and
independent custodians.
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.  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.
For Individuals - Advanced estate, retirement, succession, and charitable gift planning.

For Endowments and Foundations - investment policy design and implementation.

For Counties and Municipalities - investment portfolio management pursuant to MN Stat.
118A.