| Portfolio Management |
Managing your money is our basic responsibility to you. Portfolios are designed based upon your
individual situation, your goals, your ideals, your lifestyle, your dreams. We use a combination of software
to monitor relative risk based upon statistical models, and performance measures along with experience
and intuition to design and maintain a portfolio to fit you, your business, or charitable institution.
individual situation, your goals, your ideals, your lifestyle, your dreams. We use a combination of software
to monitor relative risk based upon statistical models, and performance measures along with experience
and intuition to design and maintain a portfolio to fit you, your business, or charitable institution.
Fiduciary Responsibility
When you hire us to manage your portfolio under an investment advisory relationship, we become your
fiduciary. A fiduciary is held to a higher standard than someone that is simply selling you investment
products. A fiduciary is held to the highest standard of care under the law. It is founded upon the basic
principles of trust, integrity, and loyalty.
fiduciary. A fiduciary is held to a higher standard than someone that is simply selling you investment
products. A fiduciary is held to the highest standard of care under the law. It is founded upon the basic
principles of trust, integrity, and loyalty.
How We are Paid
We are generally paid using a fee-based or asset-based pricing structure. We structure and monitor all
our client’s portfolios ourselves. We personally manage your money, first, because it lowers your costs.
We only use funds or third party money managers when the performance or a particular market niche
justifies it. Secondly, if we manage your money, the ultimate responsibility, and therefore control over
your portfolio, stays with us.
If you would like to use our services and are currently using third party money managers, call or email
us. We can show you how we may be able to lower your costs without sacrificing performance. If you
are more comfortable, we also may be able to continue to use your current money managers depending
on our selling agreements. See our Fees page.
our client’s portfolios ourselves. We personally manage your money, first, because it lowers your costs.
We only use funds or third party money managers when the performance or a particular market niche
justifies it. Secondly, if we manage your money, the ultimate responsibility, and therefore control over
your portfolio, stays with us.
If you would like to use our services and are currently using third party money managers, call or email
us. We can show you how we may be able to lower your costs without sacrificing performance. If you
are more comfortable, we also may be able to continue to use your current money managers depending
on our selling agreements. See our Fees page.
Our Tools
We use a combination of individual stocks and bonds, exchange-traded funds, closed-end funds, private
and public REITs, and a few funds that warrant the cost, to construct portfolios. We do not use models
and force fit you into one of those models. Each portfolio is designed and maintained for you. We
believe Discipline is the essential element of portfolio management. Once a strategy is designed, the risk
parameters and allocation boundaries must be adhered to. You are paying us to keep you on the path
and resist the temptations of the markets.
and public REITs, and a few funds that warrant the cost, to construct portfolios. We do not use models
and force fit you into one of those models. Each portfolio is designed and maintained for you. We
believe Discipline is the essential element of portfolio management. Once a strategy is designed, the risk
parameters and allocation boundaries must be adhered to. You are paying us to keep you on the path
and resist the temptations of the markets.
Balance Integrity Wisdom Trust Discipline
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Kodiak Investment Management LLC
©2010 Kodiak Investment Management All Rights Reserved