Asset Management

We understand that your hard-earned assets are more than just numbers on a balance sheet – they embody your personal aspirations and dreams. That's why our Asset Management service is tailored to empower you in achieving your unique financial goals. We are dedicated to meticulously managing YOUR financial assets, employing a prudent and unwavering approach. With KAM by your side, you can confidently transform the dreams you've worked tirelessly for into tangible realities. 

WHY ASSET MANAGEMENT IS IMPORTANT

Individuals and families depend on the assets they accumulate over the years, being able to sustain them later in life – in retirement or in the event of an unforeseen need. However, not everyone has the time to monitor and manage those assets. And even if you have the time, you might not have the skills, patience or the consistency to do so (and isn’t your time better spent in other places that add more personal value). However, if your assets are not diligently managed over your accumulation phase, you could leave them exposed to erosion, destruction or depletion. The research suggests that most DIYers often end up under-performing inflation. The result: You end up with a fraction (less than half) of the net worth you could have otherwise had in times of need.
 

WHAT WE CAN DO FOR YOU

  • Determining your objectives: Not everyone has the same, or similar, financial objectives as they embark upon accumulating their wealth. To manage your assets prudently, we first need to understand what your goals are for initially accumulating and subsequently using those assets.

  • Help you choose your optimal asset mix: There are hundreds of asset-types that you can invest in, and as many ways to do so! Depending on your goals for asset use, we’ll help you choose the right asset mix that will most efficiently/effectively accomplish those goals.

  • Help you create a strategic asset allocation plan (SAAP) and tactical asset allocation plan (TAAP): Successful investing is all about successful planning. We’ll help create both long-term (strategic) and short-term (tactical) asset allocation and management plans in line with the recommended asset mix.

  • Building your portfolio: Today, thanks to DIY-investing, anyone can create a discount brokerage account and start buying assets and including them in a portfolio. However, that’s not the most efficient or effective way to create long-term wealth as many useful asset classes are not available or are just overlooked. Using the allocation mix agreed upon, we’ll build a results-focused portfolio of individual investments (Stocks, Bonds, Mutual Funds, ETFs, Structured Notes, and Alternate investments) that will help get you to your financial objectives.

  • Managing and monitoring the portfolio: Unless you have the time and patience to dedicate to portfolio management, it can’t be done effectively. We know you have other things to do – such as living your life, so we’ll watch over the portfolio for you, making sure it never strays from delivering the objectives you desire.

  • Measuring performance: We track the performance of your assets under our care, and constantly measure how they are performing against industry-recognized benchmarks.

  • Managing risk: Our Asset Management strategy includes appropriate risk mitigation as part of this service. Where there are new risks to the portfolio, we’ll consult with you and propose timely and appropriate actions to manage and mitigate them.

  • Reviewing, reporting, recommending changes and revisions to the strategy: Our Asset Management service is based on constant and open communication and collaboration with our clients. Through regularly scheduled reporting and conversations, we ensure that your asset management plans are continually reviewed, revised, and updated to meet your changing circumstances.