Unclaimed
Christopher Koehm is a registered Investment Advisor Representative with HT Partners LLC, a firm based in Centerbrook, Connecticut. Christopher has been with HT Partners since February of 2008 and is also a Managing Member of Essex Insurance Group LLC, which is not investment related. Christopher also has experience as a CPA and is a member of the American Institute of Certified Public Accountants. Christopher has his Series 65 license and focuses on providing financial consulting and multifamily office advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Multifamily office advisory; financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
09/03/2008 - Present
HT Partners LLC (CENTERBROOK CT)
IA
Issued 06/30/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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