Kodiak Investment Management, LLC
Balance Integrity Wisdom Trust Discipline
Welcome
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We are a full service Registered Investment Advisor. We assist foundations, charities, other
institutions, and individuals, manage their investment portfolios. We can handle portfolios of any size
and complexity with our money management experience and expertise, and our institutional trading
platform and risk management tools.
institutions, and individuals, manage their investment portfolios. We can handle portfolios of any size
and complexity with our money management experience and expertise, and our institutional trading
platform and risk management tools.
Balance – it’s what matters most, both when managing your financial gifts, as well as in life. If you
are an institution, you may have to balance the desires of your board, investment committee, and
constituents. We understand that you have a myriad of different risk tolerances to deal with, and we
try to help you find consensus that will be in the best interest of your organization.
For individuals, we can help balance your current desires with your future needs, your desire to leave
a legacy, your current life style, and your responsibilities toward your family and loved ones, with your
social, philanthropic, and other outside obligations.
are an institution, you may have to balance the desires of your board, investment committee, and
constituents. We understand that you have a myriad of different risk tolerances to deal with, and we
try to help you find consensus that will be in the best interest of your organization.
For individuals, we can help balance your current desires with your future needs, your desire to leave
a legacy, 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.
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, if you are an institution, you have a unique organization and you are not looking
for cookie cutter, model portfolios. For individuals, your life experience and situation is unique and
deserves an individual and unique approach. We strive to consider all aspects of you and your
organization, your philosophy, and your unique needs and vision.
for cookie cutter, model portfolios. For individuals, your life experience and situation is unique and
deserves an individual and unique approach. We strive to consider all aspects of you and your
organization, your philosophy, and your unique needs and vision.
We are your point person. Since we have daily contact with your portfolio and are aware of your
total financial picture and vision, we are in the best position to spot gaps in your portfolio, find
solutions, and work with your circle of professionals to keep you and your organization on track.
total financial picture and vision, we are in the best position to spot gaps in your portfolio, find
solutions, and work with your circle of professionals to keep you and your organization on track.
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©2011 Kodiak Investment Management, LLC All Rights Reserved
No bank or wirehouse affiliations; 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.