We use institutional structured asset class funds

KKWM’s investment philosophy consists of a disciplined, long-term investment strategy for managing risk and capturing market returns. The strategy is founded on the concepts of Modern Portfolio Theory and Structured Asset Class Investing.

We team with you by:

  • Establishing your investment policy from the beginning
  • Holding regularly scheduled reviews to maintain the discipline needed for long-term success.

We charge an annual fee for our services based on total portfolio value (unlike a commission to buy and sell assets), which allows our interests to be aligned with yours, namely, to increase your portfolio’s value.

If you would like more information on Modern Portfolio Theory and Structured Asset Class Investing, please take a look at our more detailed investment strategy.

Dimensional Fund Advisors, Inc. (DFA) is our major fund manager

DFA is a respected leader in structuring investment portfolios for institutional accounts, including corporations, pension and profit sharing plans, charitable organizations, labor unions and governmental entities. To maintain quality, its no-load mutual funds are not available to the general public, retail brokers or most other investment advisors. But, through KKWM, you gain access to these institutional funds.

If you would like more information on DFA or to obtain a prospectus, you may visit DFA’s web site.