Providing our clients with the best in Investment Management and Planning Services since 1995

OUR INVESTMENT
PHILOSOPHY

Before implementing any investment process, it is vital to have a well defined investment philosophy. At KKC, we believe that it’s possible to achieve outstanding investment returns without taking excessive risks. We emphasize preserving and growing wealth to ensure that our clients take advantage of the asset allocations that will succeed in a variety of market scenarios.

We believe that rising equity values are created by sustained, profitable growth in a company’s earnings and cash flow. In order to reduce risk, we focus on identifying each investment’s intrinsic value, before we determine buy and sell decisions. It is this distinctive, time-tested philosophy that has earned us the confidence and trust of our clients.

Account Information, Anytime

KKC has made a significant investment in state-of- the-art information systems to provide clients with timely, crucial account information. Our clients can access account information, as well as current daily portfolio activity, portfolio holdings and realized gain and loss statements at any time online, through a third-party clearing firm.

If you want an investment advisor that believes in:

  • Serving you with integrity, accountability, discipline, and independent analysis
  • Putting your interests first, at all times
  • Managing your assets as if they were our own
  • Choosing to invest only in companies with solid business models, predictable cash flows, and superior competitive positions
  • Investing only in situations that offer a “margin of safety”
  • Maximizing long-term net worth, rather than generating short-term performance
  • Being reasonably certain of a good result instead of merely hopeful of a great one
  • The consistent, long-term pursuit of excellence

…then contact Kalman Kushnir Capital