PORTFOLIO MANAGEMENT



We manage our client's asset allocation based on client-defined goals, the client's life-cycle stage, and the client's risk tolerance. We strive to provide consistent, positive total returns in order to preserve and grow our client's wealth. We utilize independent research in addition to our own analysis to plan, model, and implement customized investment portfolios for our clients. KM Capital adheres to a strict disciplined investment process, based upon fundamental research and relative valuation.

THE VARIOUS TYPES OF INVESTMENTS IN OUR PORTFOLIOS INCLUDE:



  • Individual stocks (primarily large and mid-cap)
  • Individual bonds (both taxable and exempt)
  • Mutual funds, no-load
  • Cash or cash equivalents (Money markets, CDs)
  • Exchange-traded funds (ETFs)
  • International equities and/or funds

WE MANAGE YOUR FINANCIAL LIFE, SO YOU DON’T HAVE TO.


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