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KENAI INVESTMENTS, INC.
Kenai Investments is an independent Registered Investment Advisor (RIA) focused on helping individuals and families transition into retirement with a clear,...
Overview
Kenai Investments is an independent Registered Investment Advisor (RIA) focused on helping individuals and families transition into retirement with a clear, tax-integrated plan. As fiduciaries, they are legally required to act in clients' best interest and do not earn commissions for selling products. Their work coordinates investments, taxes, retirement income, and long-term planning into one integrated strategy, including Roth strategy, RMD sequencing, portfolio management, and spending clarity.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Wilmington
Corporate office
Wilmington, DE, United States
Principals
Roger Remling
Amy Remling
operations and marketing manager
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