Balanced Management

For investors whose asset allocation calls for a mixture of stocks and bonds, KIM offers balanced portfolios that combine the advantages of our benchmark-beating strategies in fixed-income and equity management.

Study after study shows 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. KIM takes great care to determine the optimal asset allocation based on each client’s age, tax bracket, risk tolerance, investment time horizon and need for income.

KIM’s balanced portfolio strategy includes:

Fixed-income: KIM manages both taxable and tax-advantaged bonds 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; closed-end funds; exchange-traded funds; international as well as domestic stocks; multi-manager decision-making; and price-efficient trading.

Alternative investments: KIM enhances portfolio diversification through the use of alternative investments such as hedge funds. Investing in gold, natural resources, commodities and other specialized asset classes, hedge funds reduce risk by producing returns that do not correlate with those of stock or bond markets. “Funds of funds” options today bring the advantages of hedge funds within reach of smaller investors.

KIM’s goal is to achieve investment results in the top quartile of professionally managed monies over three to five year periods, based on each client’s risk and return objectives.

We achieve this through:

Extensive diversification: KIM employs a broad range of asset classes and management styles to maximize portfolio performance.

Risk control: High average credit quality and broad diversification enable KIM to control overall client risk.

Exploitation of market inefficiencies: KIM constantly monitors markets to uncover securities that offer uncommon value.