Portfolio Management
At KFG we believe a well-constructed investment strategy should be built around your unique wants and needs.
Once we have a clear understanding of your financial situation and feelings about risk, we apply our systematic investment approach to create a customized portfolio tailored to your personal goals and preferences.
Our investment philosophy focuses on the following three principles:
Tax Efficiency
Failing to properly manage taxes in an investment portfolio can drastically reduce your long-term performance and ability to reach your goals. This is why at our firm, we emphasize tax awareness as an integral part of the investment process. Our team can develop tax efficient portfolios that mitigate these negative ramifications and help you keep more of what you make.
Cost Control
Very few things are guaranteed when dealing with investments, with expenses being one important exception. Without question, higher investment costs such as expense ratios and transaction fees can greatly impact your compounded returns over time – especially if the cost is not justified. That’s why our in-house investment team focuses on designing the most cost-efficient portfolio to meet your unique needs. As a result, more of your hard-earned money can continue to grow over time instead of being eroded by unnecessary investment costs.
Diversification
We believe a well-built investment portfolio is one that takes only the necessary amount of risk to help you reach your future goals. One of the keys to reducing portfolio volatility and maximizing risk-adjusted returns over time is diversifying across asset classes. Just like the pistons of an engine going up and down to move a car forward, combining various uncorrelated asset classes can help your portfolio run more smoothly over time. This is why at KFG, we strive to maximize long term risk-adjusted returns by incorporating asset allocation principles into our portfolio design and management process.