Private Client Services

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.

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.