Mutual Fund Asset Allocation Models

Kensington has developed mutual fund investment models to provide clients interested in predictable investment returns with understandable products.

The philosophy of the allocation models focuses on making long-term investments in quality industry leading no-load or load-waived mutual funds consistent with client risk/reward profiles.

This approach to portfolio management utilizes the expertise of several proven investment managers simultaneously. Kensington has access to one of the widest selections of mutual funds in the industry including 6000+ funds from over 350 fund families click here.

Kensington utilizes a team approach marring fundamental research and technical analysis. Model portfolios click here of high quality funds are available to match client's risk/reward desires. Kensington's strict investment criterion narrows the universe of acceptable funds, enabling the team to efficiently research and track current holdings and potential investments. Research meetings are held monthly, funds are monitored daily and investment decisions are generally reached by consensus.

Clients receive the sophisticated investment alternatives and services that were formerly available only to extremely large investors. Asset allocation strategies are customized to consider client suitability, tax, risk analysis, financial objectives and personal preferences.

The Kensington Management Company proprietary long-term asset investment performance models offer depth and diversity to both large and small investors. While Kensington cannot guarantee future performance compared to actual past performance, client account strategies are designed to maximize the portfolio's ability to meet the client's goals and objectives while minimizing long-term downside risk. Click here to view portfolios

Kensington Management Company P.O. Box 725 778 Farmington Avenue Farmington, CT 06034
Toll Free: 1-800-645-2468 Local: 1-860-676-8624 Fax: 1-860-676-2664 E-mail Us