Knuff & Company LLC

Knuff & Company LLC, established in July 2018, specializes in serving high net worth individuals, families, and institutions with financial planning and discretionary account management services. The firm's investment philosophy focuses on value-oriented investing, active engagement, and tailored long-term wealth management solutions. Managed by Penny Knuff and Will Knuff, the firm's investment strategies include asset allocation, securities selection, and sustainable investing preferences. Knuff & Company charges UMA Clients asset-based management fees ranging from 0.50% to 1.00% based on account value. The firm also manages the Event Value Fund, LP, with a concentrated portfolio of publicly traded securities. Clients must meet a minimum initial account balance of $2,000,000. Knuff & Company does not participate in wrap fee programs and manages $384,984,892 in regulatory assets under management as of December 31, 2024. The firm does not charge performance-based fees to UMA Clients but does charge such fees to the Fund. Knuff & Company has no disciplinary events, pays no referral fees, and has custody arrangements with Charles Schwab & Company, Inc., and Interactive Brokers LLC. The firm has full investment discretion over client accounts and has implemented policies for proxy voting and financial reporting.