Balanced Management

Asset allocation: the key to investment success

Studies show that 90 percent of a portfolio’s performance depends on its asset allocation—that is, the proportions in which investments are divided among asset classes such as stocks, bonds and cash. Asset allocation is critical to minimizing investment risk while maximizing potential returns.

KIM has demonstrated expertise in personalized asset allocation. We emphasize conservative, long-term investment management designed to preserve capital while building wealth consistently over time.

Your KIM professional will work closely with you to determine your optimal asset allocation based on your age, tax bracket, risk tolerance, investment time horizon, need for income and wealth-management goals.  

If you are a conservative, long-term investor looking for proven asset allocation expertise and personal service, you owe it to yourself to learn more about KIM. Please contact us today.

Learn more about the importance of asset allocation.

Learn more about KIM balanced portfolios:

KIM balanced portfolios are individually managed to combine the advantages of our benchmark-beating strategies in a variety of asset classes:

Fixed-income: KIM manages both taxable and tax-advantaged bond portfolios. Our multi-manager approach with emphasis on intermediate durations; high credit quality; sector allocation to control risk; historical trend analysis; and price-efficient trading.

Equity: KIM equity management emphasizes multi-asset/multi manager diversification using closed-end funds, exchange-traded funds and open-end funds.  These funds invest in international as well as domestic stocks.

Alternative investments: KIM enhances portfolio diversification through use of specialized asset classes such as gold, natural resources and commodities. Because their returns do not typically correlate with those of stock or bond markets, these investments provide a level of diversification that further reduces portfolio risk.