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Kosack Capital

An independent, privately-owned, fee-only registered investment advisor, providing financial planning and professional money management services.

Kosack Capital is a boutique wealth management firm serving the needs of business owners, senior executives and not-for-profit organizations. Through an institutional approach, Kosack Capital invests client’s portfolios in an endowment style such as Harvard, Yale and MIT’s endowment funds.

Advanced Planning

  • Retirement Planning
  • Income Tax Planning
  • Insurance Planning
  • Estate Planning

Investment Management

  • Stocks
  • Bonds
  • Commodities
  • Currencies
  • Hedge Funds
  • Private Equity
  • Real Estate

Relationship Management

  • CPA
  • Estate Attorney
  • M&A Attorney
  • Insurance Agent

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