KIM primarily offers discretionary investment advisory services. In limited circumstances, and at our sole discretion, we can also provide non-discretionary investment advisory services.
We closely work with clients to determine and review the appropriate asset allocation for each portfolio they have. In that process, we carefully analyze investment objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and various other factors.
We will use the information we are provided to develop a strategy that enables us to give focused investment advice and/or to make investments on clients’ behalf.
Our investment strategies include fixed income (taxable and tax-sensitive), equities (domestic and international), and balanced management (conservative and growth).