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Our Portfolio

At Kaulig Capital, we oversee a portfolio that is managed by Ellsworth Advisors and invested across the asset class spectrum, with a goal of consistently generating superior risk adjusted returns over the long-term.

Public Equities

Ellsworth Advisors, a Registered Investment Advisor, provides comprehensive financial planning, asset management, asset allocation, tax advice, accounting advice, retirement planning and estate planning services to individuals, families, business owners and corporate retirement plans. To learn more, visit their website: www.ellsworthadvisors.com.

The “Vault”

Kaulig Capital keeps a substantial portfolio of high-grade municipal bonds in the “Vault.” Our advisors implement a hold to maturity and a personalized reinvestment strategy to these select investments with a laddered growth schedule.