Kaufman HALL Investment Management
SEC RegisteredServing Our Clients' Best Interest as Financial Advisors
About the firm
Kaufman Hall Investment Management (KHIM) focuses on creating customized investment solutions, specializing in fixed income management of bond proceeds, board designated and unrestricted cash/liquidity funds. Rather than offering fixed investment products, KHIM works with clients to determine their specific goals, objectives, constraints, and liquidity preferences to develop a unique investment program.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fixed Income Portfolio Management, Invested Asset Strategy, and Strategic Resource Allocation, with ongoing consulting and customized investment programs tailored to clients' goals, objectives, constraints, and liquidity preferences.
Who they serve
Not-for-profit healthcare organizations and health systems
Leadership
Office locations
Regulatory & compliance
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kaufman HALL Investment Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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