Our Background
Kensington Management has handled asset management for Individuals and Institutions for more than 25 years . At Kensington Management we use criteria driven portfolio structures along with a personalized risk assessment for clients who desire a greater degree of active management of their assets. Portfolios may use individual stocks, mutual funds or ETFs and may include limited use of options as part of a covered call strategy.
The two primary strategies used by Kensington are:
Each of these Portfolio strategies offers the investor the following.
- Diversified according to your investor profile
- Generally fully invested, except in periods of extreme equity decline
- Allocated to seek reduced overall volatility
- Part of a highly disciplined process that takes away investor emotion or bias
- Managed by an experienced team of investment professionals
- Positioned to seek consistency and continuity that may help you participate in long-term market growth
The Prudent strategy focuses on funds while the 3 Stream focuses on individual dividend paying stocks with option capability. Call us today for a confidential review of your current situation and portfolio. Kensington provides advise and full service management for both individuals and Institutional investors.
