Our Firm prides itself on our ability to serve each of our clients individually, meeting their unique and special requirements. You will find our custormer service to be warm, personal and tailored to your needs.
Kenneth E. Boone Wealth Management works with institutional companies and asset-class funds that are not available to the investment public. As such, you have access to lower cost institutional asset-class funds to successfully build your customized portfolio.
Investors always know exactly what they have in their account by way of on-line access to their accounts, monthly statements showing the account value and activity, and Quarterly Performance Reports detailing their account performance.
To maintain the highest level of efficiency, each account is reviewed quarterly and rebalanced, as needed.
Because our clients have exclusive access to institutional funds, the cost of these funds is also lower.
Our firm helps clients solve their financial problems regarding portfolio management, taxes, and diversification.
Model portfolios are customized for highest possible return within their risk category and tax managed investment portfolios can be built to enhance after-tax returns.
Kenneth E. Boone Wealth Management gives you the ability to pursue your desires, knowing your investments are under control and are built to meet your objectives in a comfortable manner.