Dev Reddy walking down the office's wooden staircase between brick walls, a folder under his arm

Advisor · Investments

Dev Reddy

Ext. 202

On a call

CFA

Dev runs the investment side of every plan: low-cost, diversified portfolios held at an independent custodian, placed across accounts so that more is left after tax.

Before Kith he spent six years building portfolios for a pension fund. He likes inherited IRAs and messy account consolidations, and he will explain any trade we make in one paragraph, on request.

Ask me about

Low-cost portfolios

Tax-loss harvesting

Inherited accounts

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