Asset Management

As part of the Comprehensive Portfolio Management Service, Client will be provided asset management and financial planning or consulting services for a single fee. This service is designed to assist Client in meeting their financial goals through the use of a financial plan or consultation. Client meetings will be conducted to understand Client’s current financial situation, existing resources, financial goals, and tolerance for risk. Based on what is learned, an investment approach is presented, including, but not limited to, individual stocks, bonds, exchange traded funds (“ETFs”), options, mutual funds and/or other public and private securities or investments. Once the appropriate portfolio has been determined, portfolios are continuously and regularly monitored, and if necessary, rebalanced based upon client’s individual needs, stated goals and objectives. Upon client request, KW will provide a summary of observations and recommendations for the planning or consulting aspects of this service.