Kane Investment Management, Inc.

Kane Investment Management, Inc. is a Registered Investment Adviser established in December 1982, offering investment account management services for individuals, families, corporate pension, and profit-sharing plans. The firm utilizes charting, fundamental, and technical analysis to tailor investment strategies based on client needs and objectives. Kane Investment Management, Inc. manages held away assets through a third-party platform, Pontera, to optimize account performance and minimize fees. As of December 31, 2024, the firm had $220,633,006 in discretionary assets under management. Clients are billed quarterly in advance based on a fee schedule tied to net asset value. The firm does not have a minimum account size requirement and does not compensate third parties for client referrals. Kane Investment Management, Inc. typically receives discretionary authority from clients to manage securities, ensuring alignment with client investment objectives and risk tolerance. Clients retain responsibility for voting proxies on securities in their portfolios. The firm has had no legal or disciplinary events in its 39-plus years of service. For more detailed information, clients can access the SEC's website or contact the firm directly.