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Kirkpatrick Pettis Investment Management

10250 Regency Circle, Suite 500
Omaha, Nebraska 68114
United States
 
Contact :      Ms. Chris Costello
Phone :       800-776-5782
Fax :             402-392-8370
Email :         ccostello@kpinvest.com
Web :           http://

Kirkpatrick Pettis Investment Management Information

Type of organization :
Total Assets Managed ($Mil) : $456
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1981
Wrap Programs Offered? : Yes
# of Accounts Managed : 84
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Kirkpatrick Pettis Investment Management History

Kirkpatrick Pettis Investment Management was founded in 1981 and is fully registered under the Investment Advisors Act of 1940. The primary focus of the company is to provide investment advisory services to high net worth individuals as well as pension and profit-sharing plans, endowments and foundations. KPIM offers equity, fixed income, and balanced investment management services. The firm was acquired by Mutual of Omaha in 1983 and is currently a wholly-owned subsidiary of Mutual through a holding company, KFS Corporation. The firm was acquired by D.A. Davidson & Co. in December 2004. From its inception, KPIM has used a value philosophy in managing equity accounts. Total assets under management approximate $153 million.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Kirkpatrick Pettis Investment Management Personnel

Mr.  Rodney D. Cerny

President/CEO
Tel : 800-776-5782
Email: rod.cerny@mutualofomaha.com
Rod Cerny joined KPM Investment Management, Inc. as a Vice President and portfolio manager in 1986. Before joining KPM, Rod had more than eleven years experience as a financial analyst with a regional investment firm and a private investment partnership. He is a Chartered Financial Analyst, a member of the Association for Investment Management and Research and a past director of the Omaha-Lincoln Society of Financial Analysts. Rod is a portfolio manager and a member of the Portfolio Management Committee.

Mr.  Brent Boyce

Portfolio Manager
Tel : 800-776-5782
Email: bboyce@kpsp.com
Brent Boyce joined KPM Investment Management, Inc. in 2000. He is a Securities Analyst and Portfolio Manager, as well as a member of the Portfolio Management Committee. Brent is a member of the Association for Investment Management and Research and the Omaha-Lincoln Society of Financial Analysts. Brent is a CFA charterholder.

Mr.  Christopher Johns

Portfolio Manager
Tel : 800-942-7557
Email: christopher.johns@mutualofomaha.com
Christopher Johns joined Kirkpatrick Pettis in 1992 as Vice President and Portfolio Manager for the Tax-Free Fund of Colorado. Chris was named Vice President of KPM in 1994, First Vice President in 1996, and Senior Vice President in 2001. Prior to joining KPM, Chris had 13 years experience as a portfolio manager at financial institutions in Ohio and Colorado

Ms.  Chris Costello

Executive Assistant
Tel : 800-776-5782
Email: ccostello@kpinvest.com

Kirkpatrick Pettis Investment Management Product Name

Report Created: September,22 2020.  Copyright Money Manager Review , All rights Reserved.
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