Kobren Insight Management, Inc.

Kobren Insight Management, Inc.

Kobren Insight Management Inc. (KIM) is a privately owned investment manager. The firm primarily provides its services to individuals, typically high net worth individuals. It also manages accounts for investment companies, pension and profit sharing plans, and corporations. The firm manages separate client-focused equity, fixed income, and balanced portfolios and mutual funds. It invests in the public equity and fixed income markets of the United States. The firm employs quantitative analysis for creating its portfolio. It also invests in external mutual funds that invest in real estate, high yield bonds, and inflation-linked bonds and employ merger arbitrage and long/short strategies. The firm employs a combination of in-house and external research to make its investments. Kobren Insight Management is based in Wellesley Hills, Massachusetts with additional offices in Longboat Key, Florida and Lincoln, Nebraska. Kobren Insight Management, Inc. operates as a subsidiary of E*Trade Wealth Management, Inc.

Contact Details

Office Address

Kobren Insight Management, Inc.
20 William Street
Wellesley Hills, MA, USA 02481-9513
Phone: (800) 586-4727

Executives

President

Eric J. Godes

CIO and Portfolio Manager

John R. (Rusty) Vanneman

VP

Joshua W. (Josh) Jones

Business Reviews for Kobren Insight Management, Inc.

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