Financial Services - , , United States
Personal financial consulting Exceptional client service Proactive investment management appropriate to the changing markets and economy Financial Planning and Monte Carlo Simulation As an Independent Registered Investment Advisor, I work with my clients to first develop an individualized framework for ongoing financial and investment decisions. Actions are then taken in harmony with your long-term strategy and emotions are removed from the decision-making process. The KCG investment management process is grounded in the principles of Modern Portfolio Theory and the belief that risk can be managed through diversification and asset allocation. It is highly personal and disciplined, based on proven, repeatable processes, insightful perspectives, and a thorough understanding of your needs and goals. KCG managed portfolios are constructed to provide the highest probability of meeting your unique goals at the lowest possible risk. I recognize that while "buy and hold" strategies work well in secular bull markets, active management works better in secular bear markets. My point is …both approaches work! The art comes with knowing when to use them. KCG Financial Consultant is here to navigate safely toward your desired destination as the market and economy pose threats and present opportunities. As a fee only advisor, I do not accept compensation from any source other than my clients. I have neither products to sell nor a bias toward any parent company. I avoid conflicts of interests by working only for you. For more information or to retain my services, please call to arrange an appointment. We will develop a planning schedule and an estimate of the cost. Thank you for your consideration .