Asset Allocation

After developing a clear understanding of each client's investment goals and tolerance for risk, KFAC develops an asset allocation strategy that we believe is appropriate for their specific situation. We review the allocation with our clients and reach agreement on the strategic roles that equity and fixed income vehicles are to have in their portfolios. Clients may also choose to use a combination of risk levels, from conservative to aggressive, depending on their unique goals, time horizon and tolerance for risk. Of course, there is no guarantee that any of the portfolios will meet their objective, and past performance is no guarantee of future performance.