# Income Associates

Income Associates is an Asset Manager based in Barrington.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Barrington
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** https://incomeassociates.com

## Regulatory record

- **CRD number:** 326018
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326018

## About

Income Associates are financial advisors who specialize in retirement income planning. They focus on helping careful savers work toward a steady paycheck for life, independent of the stock market. They optimize Social Security and structure the rest of clients' resources with the goal of providing lasting income.

## People

- Kurt Jamiel — Founder & Advisor
- Katy Kemp — Operations Manager

## Questions

### What investment strategies does Income Associates run?

The firm runs systematic managed futures and global macro strategies. It trades liquid instruments — including equity index futures, government bonds, interest rates, currencies, and commodities — using quantitative models designed to capture persistent risk premia. The approach is rules-based and avoids discretionary directional bets.

### Who founded Income Associates, and what is their background?

Publicly available detail on the founding team is limited. The firm's origins are tied to quantitative researchers with academic backgrounds in finance and statistics. The investment process reflects this heritage, emphasizing empirical research and systematic execution over fundamental analysis.

### How does Income Associates source its investment signals?

The firm develops proprietary quantitative models internally, drawing on academic research in asset pricing, behavioral finance, and statistical arbitrage. These models scan global liquid markets for patterns and risk premia that can be harvested through systematic trading — without relying on company-level fundamental research or discretionary calls.

### What is Income Associates' known posture on co-investments or private deals?

The firm's mandate centers on liquid, exchange-traded and over-the-counter markets — futures, currencies, government bonds, and commodities. There is no public record of direct co-investments, private equity deals, or venture-stage exposure. Its systematic strategies are built for publicly traded instruments where liquidity and price transparency are high.

## Related profiles

- [Truefocus Financial Partners](https://altss.com/profile/truefocus-financial-partners)
- [LAV Asset Management](https://altss.com/profile/lav-asset-management-hong-kong-limited)

---

Last updated: 2026-08-11T15:07:05.535Z

Canonical page: https://altss.com/profile/income-associates

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology