Private Wealth Management
We provide comprehensive private wealth management solutions and family office services. As a fiduciary, KDK PWM works with clients collaboratively to gain a keen understanding of their financial affairs to develop a plan of execution.
Personalization and risk management are at the core of our work. We utilize industry-leading, state-of-the-art planning tools and technology that enable us to analyze and develop client specific recommendations.
Our clients invest in risk-managed, tax-managed, multi-asset class portfolios, combining cost-efficient beta exposure and alpha-oriented alternative investments. Each asset allocation is specific to the client’s personal financial position, needs and risk tolerance.
Reporting and Consulting Services
We develop customized portfolios that thoughtfully and cost effectively create multi-asset class exposure with risk management at the forefront of our investment process.
We ensure our clients benefit fully from the extremely cost-efficient beta exposure available today, particularly in large, liquid traditional asset classes.
We look for alpha generation potential through curated access to non-marketable alternative/private investments that offer enhanced return and/or cash flow potential.
Portfolio construction focuses on allocating assets to best-in-breed managers and strategies with diversification at the forefront. In addition to public equities and fixed income, when appropriate our clients access thoughtful non-marketable alternative/private investment solutions that are not found at most product-oriented financial institutions. The result is a portfolio allocated across multiple asset classes populated with a diverse mix of active and passive solutions designed to deliver positive risk-adjusted returns over a full market cycle.