Kilter Group LLC
Kilter Group LLC is an SEC-registered investment adviser headquartered in New York, NY. Founded in 2011, the firm specializes in comprehensive financial management, including wealth management, insurance advisory, investment and alternatives advisory, business advisory, tax planning, retirement planning, business exit planning, and estate services. Kilter Group serves business owners, high-income professionals, athletes, and entertainers, providing personalized strategies tailored to clients' financial needs and goals. The firm combines family office support, investment structuring, and innovative solutions to help clients optimize and safeguard their wealth. As of 2025, Kilter Group has approximately 7 employees.
Investment Strategy
Kilter Group employs a highly tailored investment approach, primarily allocating client assets among mutual funds, exchange-traded funds (ETFs), alternatives, cash, and individual bonds. Growth portfolios include a blend of asset classes selected for long-term risk/return and market correlation, customized for each client's objectives, time horizon, and risk tolerance. Fixed income strategies emphasize high-quality, domestically-issued bonds—government, municipal, and corporate—as well as certificates of deposit and cash equivalents, intended to provide stability and income. The firm uses fundamental analysis to evaluate securities, focusing on economic, industry, and company factors. Advisory services may be delivered on both discretionary and non-discretionary bases, with strategic rebalancing and financial planning integrated into portfolio management.
Top Holdings
Equity Positions (1,149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 13.76% | $30.3M | 48,972 | $617.48 | $617.85 | +$29.9M |
Q QUAL | ISHARES TR | 8.43% | $18.5M | 101,415 | $177.17 | $182.82 | +$2.4M |
I IVV | ISHARES TR | 8.15% | $17.9M | 28,868 | $588.68 | $620.90 | -$13.0M |
E EFV | ISHARES TR | 7.76% | $17.1M | 268,672 | $57.06 | $63.48 | +$7.8M |
I IVW | ISHARES TR | 7.41% | $16.3M | 147,983 | $101.17 | $110.10 | +$1.5M |