Kennicott Capital Management is a San Francisco-based wealth management firm providing independent, comprehensive financial advice and investment portfolio management to individuals, families and businesses.
At Kennicott Capital, our focus is on preserving and growing our clients’ wealth by creating customized investment portfolios that also reduce risk, expenses and taxes. We believe that clarity, transparency and communication are essential elements of a successful investment advisory relationship, and we regularly provide clear details of our investment strategies to each of our clients. Kennicott Capital is an independent, fee-only firm with no commissions or proprietary products, and therefore, our portfolio recommendations are unbiased and based on thorough assessments of market and economic conditions.
Kennicott Capital was founded by Managing Partner Lawrence Dan, a veteran Wall Street executive with more than 20 years of experience in the investment industry. Prior to launching Kennicott Capital, Mr. Dan served as a senior executive with Goldman Sachs, one of Wall Street’s leading investment firms. During his tenure with Goldman Sachs, Mr. Dan observed the need for an investment advisory firm that would provide unbiased, cost-effective, customized wealth and portfolio management to individuals, families and businesses. Responding to this need, Mr. Dan founded Kennicott Capital LLC. Since its early beginnings, Kennicott Capital has grown steadily and successfully through existing client referrals and client portfolio expansions.
Kennicott Capital is committed to investing in and supporting our community. We provide financial assistance and volunteerism to a variety of nonprofit organizations in the San Francisco Bay Area, including the Multiple Sclerosis Society, Project Read and Habitat for Humanity. We also believe in sustaining the environment, and are in the process of “going paperless.”