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Why Kensington?
More investment services, customized strategies, objective analysis, experience.
Click here for information about Kensington's services

Individual Investment Strategies

Kensington develops an individual investment program based on your financial goals, time frame, risk tolerance, investment preferences, and other factors. Together with you we determine your program's parameters then Kensington Management Company does all the rest.

Mutual Fund Allocation

The Kensington mutual fund management strategy employs asset allocation. A Nobel Prize for Economic Sciences was awarded for describing how asset allocation may account for more than 90% of a portfolio's performance. We combine dollar cost averaging with a proven formula for asset allocation. Asset allocation core mutual fund results Kensington has access to over 6000 no load mutual funds

Click here to view Kensington's Mutual Fund Allocation Models

Covered Calls for Income

Kensington's market analysts have more than 25 years of combined experience for clients who choose this strategy. This strategy has less risk than owning a stock outright covered call information

Traditional IRA, Roth IRA, rollover IRA, educational IRA, trusts, personal investment account

• Mutual Fund Allocation
• Income Covered Call

Retirement Plans for Small and Mid-Sized Business

401(k), SEP IRA, Simple, Keogh, Profit Sharing, Pensions
Custom Designed to meet the needs of Business Owners

• Employer Liability Protection - 401k liability protection with 404c
• Ease of administration - We make plan administration simple - 401k plan information
• Employee satisfaction - Superior education and participant service - advantages of a 401k
• Initial and ongoing employee education
• Monthly investment newsletter
• Ongoing monitoring of investment options
• Quality investment options - The best funds are selected from over 6000+ no-load funds. Then we monitor their performance and recommend changes
  when conditions dictate.
• Lower costs - contact us for a quote
• One stop shopping. Kensington establishes and maintains your plan using
       - Fidelity Investments as custodian
       - New England Plan Administration is available as record keeper optional.

     - New England Plan Administration services
• Daily account valuation and trading
• Employee education
       - Initial and ongoing
       - Monthly newsletter
       - Ongoing monitoring of investment options
• Kensington is a registered Independent Investment Advisor
• Toll free service for participant directed plans
• Monthly or quarterly statements
  
  *Contact us for more information*
  


• Over 6,000+ mutual funds
• A Sucessful 401k Plan
• 401k Plan Advantages
• What Is Required To Avoid 401k Liability
• Kensington Makes 404c Compliance Easy

The Market Never Stands Still. Neither Do We.