Kitching Partners, LLC

Kitching Partners, LLC is a registered investment adviser specializing in serving high net worth individuals, businesses, and non-profit clients. Established in 2023, the firm is owned by Stephen Kitching and offers comprehensive wealth management services, focusing on family enterprise services and asset management. Clients receive tailored investment strategies aligned with their long-term goals and values, managed on a discretionary basis. The firm emphasizes stewardship across generations, providing support in family governance, estate planning, philanthropic giving, and business consulting. Clients can place restrictions on asset management, but significant limitations may impact goal achievement. Kitching Partners charges annual asset management fees ranging from 0.15% to 1.00%, with negotiable rates based on account size and complexity. The firm does not receive commissions or fees from investment product providers, ensuring a client-centric approach. Investment strategies include asset allocation, active and passive investing, fundamental and quantitative analysis, and tax considerations. Kitching Partners does not engage in performance-based fees to avoid conflicts of interest. Clients have investment discretion but can set restrictions and receive confirmations for changes made to their accounts. The firm does not provide voting advice on client securities and does not have any disciplinary items to report. Clients can request a copy of the firm's Code of Ethics, which outlines its fiduciary duty and trading guidelines. Kitching Partners does not participate in soft dollar arrangements and conducts surprise independent examinations of client assets. The firm does not require prepayment of fees beyond six months and has no financial conditions impairing its obligations to clients.