Individual Investors

Build, protect, prosper

The right investment adviser means everything. KIM brings a time-tested track record of outstanding results for our clients. Smart advice. Solid performance. Peace of mind. Here’s what you can expect at KIM:

Time-proven expertise: KIM brings a long-term track record of strong returns in bull markets, bear markets and everything in between. Our investment strategy emphasizes conservative, long-term management designed to preserve capital while providing superior results over time. Investment manager databases such as Thomson Reuters World's Best Money Managers and PSN show KIM beating long-term industry benchmarks consistently.

Personal service:  A senior KIM administrator will work closely with you to understand your investment circumstances and needs. KIM portfolios are individually managed according to each client’s goals, income needs, risk tolerance, tax considerations and wealth-transfer strategies. We are always available to answer questions.

Coordinated wealth management: KIM administrators are experienced in personal trust and tax reporting and work closely with your legal and tax advisers to ensure seamless service. Private Banking and Trust services can be provided through a major bank. 

Objectivity and independence: As a fee-based, SEC-registered investment adviser, KIM remains free of conflicts of interest that could compromise your investment returns. We don’t sell products or work on commission. We work strictly for you.  All assets are held in separate custodial accounts, ensuring transparency and accountability. 

Secure your financial future and gain peace of mind. Please contact us today.

KIM performance stands out in multiple asset classes. Learn more about our approach to balanced, fixed income and equity investing.
 

“Karpus has experience on his side.” --Mutual Fund Market News