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Why Chose Kensington as your investment advisor?
Investment Choices
· Mutual Fund Allocation Program
· Covered Call Program
· Retirement Plans for Busineses
Dependable Partnership
- Objective Analysis - We compare and select from over 6000+ no load mutual funds
from over 350 fund families. Our investment advice
is based solely on your needs. Our income is generated from fees
not transaction commissions. Anything we do for your account is intended
for your benefit.
- Access - a complete range of diversified portfolio management
services. Our allegiance is to you not any particular fund group
or organization. Our emphasis is on your goals and your comfort
level.
- Market Knowledge/Professional Management - with over 70 years
of combined experience, we have the capabilities to monitor the
market with the diligence required to capitalize on current trends
and opportunities, all aimed at benefiting you.
Daily Account Management
- Our analysts review your portfolio holdings and the market every
business day.
- Constant monitoring and continual investment can help you reach
your investment goals more quickly with less risk.
High Level of Security
- Secure custody of all funds with Fidelity Management Trust Company.
- Accurate record keeping and account information.
- Monthly and annual reports.
- SIPC and private supplemental coverage up to $100 million protect
your account.
Customized Investment Strategies
Kensington will create an individual investment program based on your
financial goals, time frame and risk tolerance as well as your investment
preferences. Once you determine your program's parameters we do all
the rest, it's as easy as that!
What would you like to know?
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