| 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.
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.
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.
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.
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
| Securities offered through NEXT Financial Group, Inc. (NEXT), member FINRA, SIPC, a registered Investment Advisor. Kodiak Investment Management is not an affiliate of Next Financial Group. Neither NEXT Financial Group, Inc. nor its representatives are qualified to give tax or legal advice. Please consult your tax or legal professional regarding your particular situation. Kodiak Investment Management, 16 2nd St NE Aitkin, MN, 56431 Phone: 218-927-1800, Fax: 218-927-1803. To view NEXT Financial Group's privacy policy and other important information, visit the "Clients" section of www.nextfinancial.com. www.SIPC.org www.finra.org |
 | |  | |  | |  | |  |
| | | | | | | | |
Kodiak Investment Management
©2007 Kodiak Investment Management All Rights Reserved