Katterhenry Investment Group was founded in 1989, and is as strong as ever with the ability to offer you five advisors “under one roof”. All five of our advisors are fully equipped with Series 7 and 63/65 securities registrations and life insurance licenses. We also have two CFP® professionals, a Registered Principal, two Chartered Retirement Planning CounselorSM, a Chartered Mutual Fund CounselorsSM, and a Master of Science Degree in Financial Planning within our ranks. It is rare, indeed, to find over a hundred years of combined industry experience and that high level of certification and education within one team. We help clients manage more than $541 million in assets, as of December 2018, with five locations for your convenience. Each of us brings a distinct set of experience and skills to the mix, coming together complimentarily to create an incredibly effective team.
Retirement planning is the heart of our business. We work with multiple generations to facilitate wealth accumulation, retirement income, wealth preservation, and wealth transfer. With unwavering disciplined commitment to our core investment management practices and beliefs, we endeavor to grow client assets during favorable market conditions, as well as preserve their wealth during rough times in the financial markets.
1 The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production, completion of educational components and professionalism.
2 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.