Balanced Management

Balanced Management 2017-07-28T16:49:22+00:00


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.

Learn more about the importance of asset allocation.

Balanced Portfolios

KIM balanced portfolios are individually managed to combine the advantages of our long-term strategies in a variety of asset classes: (view performance)

Interested in How Karpus Can Help You?

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.
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