Gain a complete understanding of your overall financial picture, investment time frame, and future cash flow needs
Help understand and then work to prioritize you and your family’s investment objectives
Develop a portfolio strategy that fits with your long-term financial plan
When appropriate your KAI portfolio manager will make necessary adjustments as your life and goals evolve
WHAT YOU CAN EXPECT
Alignment
Our compensation structure incentivizes KAI to not only protect your portfolio but also continue growing it into the future
Transparency
We are committed to transparency in how we charge fees, how we report performance, and how we communicate with our clients
Responsive
Personnel at KAI Asset Management are dedicated to providing priority service and will be readily available via office, email, or phone to serve your needs
Professionalism
We consider it a privilege not a right to be your investment manager. Our promise is to continually be thorough and disciplined in our investment approach