Kenilworth Asset Management Company Info

Kenilworth Asset Management LLC is an independent Registered Investment Advisor (RIA) providing wealth management services primarily for individuals and families. Our focus is providing personalized financial advice to our clients as well as portfolio management services. Our firm has a highly-experienced base of principals, and we offer a full suite of investment choices including large-cap, mid-cap, and small-cap equities, taxable and tax-free bonds, and special opportunity investments.

The principals of Kenilworth Asset Management strongly believe that investment advisory services must be customized to meet the goals and objectives of each and every client. In order to meet this objective, we set limits on the number of clients and accounts that each of our principals manage. We also do not confine our investment professionals to a limited list of approved stocks and bonds. Ultimately, our key differentiator is an ability to develop and manage portfolios that truly reflect each client’s risk profile, investment time horizon, investment philosophy, and desired return.

We strongly believe that each client should have direct access to the principals of the firm. Optimally, we hold quarterly individual meetings with our clients to reassess investment strategies and to review portfolio performance. Kenilworth Asset Management utilizes personal meetings to assure alignment with customer objectives, while our competitors often rely strictly on generic monthly newsletters.

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