We sit down with all clients to understand what they are trying to achieve. What are their long-term goals? What about more immediate priorities?
We discuss investment objectives and assess the risk they are comfortable taking. Together, we determine the time horizon for their investment dollars.
We then create a personalized, custom portfolio of investments that has the characteristics that meet the client profile. After presenting and discussing the portfolio with the clients we implement it according to the plan discussed.
On an ongoing basis, we monitor all client investments. As market conditions change, we make adjustments as necessary. As new contributions are made, they are invested in the areas most appropriate for the client based on current market conditions.
On a quarterly basis, we report to all clients the value of their account and profit and loss by quarter and year-to-date. We also prepare an investment analysis that highlights movements in the financial markets that have impacted investments.
We are always available to review portfolio strategy and results and to discuss market conditions.
Kraig Investment Management An unbiased, independent RIA serving our clients' best interests since 1991 Wealth Management...Retirement Planning...Financial Planning 1650 Fox Crossing . West Chester . Pennsylvania . 19380 610 . 644 . 3468 Info@KraigInvestmentManagement.com