About Katterhenry Investment Group
Katterhenry Investment Group was founded in 1989, and is as strong as ever with the ability to offer you seven advisors “under one roof”.
All seven 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 $738 million in assets, as of January 31, 2022, 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.