Investment Solutions
Tailored for You

Koda Capital Management is a California-registered investment advisory firm providing wealth management and advisory services. Learn more below!

How We Work With Clients

  • We manage portfolios through a structured investment process focused on balancing opportunity, risk, and long-term objectives. Portfolios are designed around each client’s unique financial picture and adjusted thoughtfully as conditions change over time.

  • We simplify your financial life by consolidating scattered retirement accounts and 401(k) rollovers into one unified strategy. By aligning your assets, we create a clear path toward the long-term growth and steady income you’ll need in retirement.

  • We offer the ongoing oversight and investment advice needed to help you make sound financial decisions and keep your investments in sync with your changing life. Our process replaces emotions with clear, objective decision-making, keeping you firmly on the path of your long-term plan.

Our Investment Process

We actively manage portfolios using disciplined strategies designed to adapt to changing market conditions. We build portfolios using our core strategies and tailor them to align with your specific goals, risk profile, and time horizon. We also offer tailored portfolio management for those who want a more personalized approach.

Income Strategy - Actively managed portfolio designed to generate consistent income through a diversified, yield-focused approach, with an emphasis on risk management and diversification across asset classes and sectors.

Growth Strategy- Actively managed portfolio focused on long-term capital appreciation, using a disciplined approach to identify opportunities across equities and other asset classes, while managing downside risk through active positioning.

Blended Retirement Portfolios - A tailored combination of growth and income investments aligned with your time horizon, risk tolerance, and income needs. Tax efficient and built to support long-term accumulation and sustainable withdrawals through retirement.

Prior to founding Koda Capital Management, I studied Agricultural Business and Management at Colorado State University, where coursework in commodity marketing deepened my interest in markets. My background in competitive sports helped shape the discipline, competitiveness, and process-oriented mindset I bring to investing today.

I began my career in controlled environment agriculture as an indoor grower, working in technical greenhouse systems producing specialty crops. The role was deeply data-driven, requiring constant analysis and optimization based on data, not my assumptions or emotions. That experience played a major role in shaping my investment philosophy and reinforced the importance of staying objective and process-focused.

I transitioned into finance out of a strong personal interest in markets and investing. After earning my securities industry license in my free time, I joined Merrill Lynch in Palo Alto as part of a high-net-worth advisory team, where I developed a foundation in long-term investing and strategic planning. I later moved into a trading and portfolio management role at T3 Trading Group, where I obtained my securities trading license and gained more experience in active portfolio management.

Over time, I found the combination of long-term strategic investing and active portfolio management particularly powerful when integrated thoughtfully and consistently. That perspective ultimately led me to found Koda Capital Management as a fee-only firm offering investment advisory services.

Contact Us

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