KWB’s Investment Philosophy
Our investment management and financial planning approach is driven by long-term reasoning. When conditions warrant, minor tweaks are made to add or lower risk. As allocation adjustments are made, we remain within the risk tolerance you and your Wealth Manager have agreed upon. We could deviate from your overall target allocation by 5-10% if there is an opportunity in current market conditions.
CORE MODELS
COMPLEMENTARY MODELS
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risks including possible loss of principal. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.