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Kornitzer Private Client Services

Wealth managed by the people who research it.

For individuals, families, trusts, and retirement accounts, KCM builds customized separate accounts and maintains the relationship directly — no intermediary layer, no outsourced conviction.

What we do

A portfolio that reflects your life, not a product shelf.

Private clients hold securities in their own names, in accounts constructed around their goals, tax circumstances, and tolerance for volatility.

A Kornitzer Capital Management adviser meeting with private clients

  • Customized separate accounts

    Your portfolio is built for your circumstances — not assembled from a model and assigned to you. Securities are held in your own name, and you can see exactly what you own.

  • Equity, fixed income, and balanced mandates

    Growth, value, dividend-oriented, and fixed income approaches drawn from the same internal research, combined to reflect your tolerance for risk and your need for income.

  • Trusts, IRAs, and retirement accounts

    Experience managing individual and joint accounts, IRAs and rollovers, trusts, and family accounts across generations, coordinated with your existing attorney and accountant.

  • Direct access to decision makers

    Clients speak with the portfolio managers and analysts responsible for their holdings. There is no layer between you and the person doing the work.

How the relationship works

Three commitments, kept over decades.

  1. 01

    Understand

    We start with your circumstances: what the money is for, when you will need it, what you already own, and what would keep you awake at night.

  2. 02

    Construct

    We build the account from our own research, sizing positions to your objectives and tax situation rather than to a benchmark's weightings.

  3. 03

    Steward

    We stay in touch through market cycles — reviewing, rebalancing, and explaining. Investing is a lifetime activity, and so is the conversation.

Your private client team

The people you will actually work with.

  • Portrait of Chris Carter, Portfolio Manager of Private Clients at Kornitzer Capital Management

    Chris Carter, CFA

    Portfolio Manager of Private Clients

  • Portrait of Conner Ensign, Portfolio Manager of Private Clients at Kornitzer Capital Management

    Conner Ensign, CFA

    Portfolio Manager of Private Clients

  • Portrait of Kent Gasaway, Portfolio Manager of Private Clients at Kornitzer Capital Management

    Kent Gasaway

    Portfolio Manager of Private Clients

  • Portrait of Matthew Ison, Portfolio Manager of Private Clients at Kornitzer Capital Management

    Matthew Ison, CFA

    Portfolio Manager of Private Clients

  • Portrait of John Shepley, Portfolio Manager of Private Clients at Kornitzer Capital Management

    John Shepley, CFA

    Portfolio Manager of Private Clients

  • Portrait of Jim Shay, Portfolio Manager of Private Clients at Kornitzer Capital Management

    Jim Shay, CFP®

    Portfolio Manager of Private Clients

  • Portrait of Nathan Soulis, Portfolio Manager of Private Clients at Kornitzer Capital Management

    Nathan Soulis, CFA

    Portfolio Manager of Private Clients

Start with a conversation.

Tell us about your situation and we will tell you candidly whether KCM is the right fit.

Contact private client services