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Kilpatrick Advisors

Our Strategy

Our Strategy is Designed To:

Help clients define their short-and long-term life goals.

Develop a strategic investment plan based on principles of risk and return.

Coordinate our activities with those of your CPAs and attorneys to help ensure proper comprehensive wealth management services.

Step 1: Setting Your Financial Objectives

The investment process begins with a comprehensive understanding of your present financial resources, liabilities, and objectives, as well as the risk.

The investment process begins with a comprehensive understanding of your present financial resources, liabilities, and objectives, as well as the risk.

An asset-allocation strategy can help provide diversification of your portfolio, address potential returns, may lower overall portfolio volatility and position your portfolio to possibly take advantage of developing investment opportunities. Asset allocation does not ensure a profit or guarantee against loss. it is a method to help manage risk.

Step 2: Developing Your Asset Allocation

The asset-allocation strategy can help provide diversification of your portfolio, address potential returns, may lower overall portfolio volatility and position your portfolio to possibly take advantage of developing investment opportunities. Asset allocation does not ensure a profit or guarantee against loss; it is a method used to help manage risk.

Step 3: Selecting Investment Services and helping you Implement an Investment Plan

It is imperative that each client understands thier investment strategy and is comfortable with all aspects of the plan. Once you have reviewed and fully approved your investment plan, Steve will present specific strategies.

Step 4: Ongoing Review

The final step of the process is a periodic review to reconfirm the suitability of the strategies in respect to the original goals and any new objectives that you may have.