Kane Investment Management, Inc.
Kane Investment Management, Inc. (KIMI) is an independent, fee-only investment adviser headquartered in Los Gatos, California. Founded in 1982, KIMI provides personalized financial management and investment advisory services to a diverse clientele, including private individuals, professionals, retirees, and small businesses, both nationally and internationally. They are committed to individualized account management, transparency, and act as fiduciaries working solely for their clients' interests. As of March 2024, KIMI employs 9 people.
Investment Strategy
KIMI manages each client account individually, tailoring portfolios according to client suitability, risk tolerance, and goals. The firm is independent and does not accept commissions or compensation from any source other than its clients. They utilize a personalized financial management approach delivered via Limited Power of Attorney, focusing on consolidation of assets, securities transactions, and accurate record-keeping. Their investment strategy emphasizes stability, transparency, and precision, and all research and investment decisions are handled internally to best align with client interests.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 33.59% | $64.0M | 405,170 | $123.30 | $157.99 | -$17.2M |
A AAPL | APPLE INC | 4.38% | $8.3M | 40,644 | $240.86 | $205.17 | -$5.8M |
M MSFT | MICROSOFT CORP | 3.21% | $6.1M | 12,310 | $421.34 | $497.41 | +$1.3M |
C CTAS | CINTAS CORP | 2.77% | $5.3M | 23,689 | $184.01 | $222.87 | +$279.0K |
S SCHG | SCHWAB STRATEGIC TR | 2.43% | $4.6M | 158,711 | $27.87 | $29.21 | -$408.9K |