Asset allocation decisions are critical in portfolio construction. At KFA, we perform ongoing analysis of the risk/reward dynamics in the markets and across asset classes and then apply that to each individual client portfolio.
The KFA Difference
Our allocation strategy allows for participation across a wide range of asset classes while also having the ability to employ strategies mitigating risk.
We manage risk by investing in carefully researched securities and by achieving diversification through the use of mutual funds, exchange traded funds and investments including private equity and hedge funds.
KFA advocates a long-term orientation in portfolios – we don’t try to time or “beat” the markets nor profit from cyclical market swings. We help clients develop long-term investment strategies that fit their financial goals and implement those strategies using the appropriate vehicles.