Kinney Wealth レビュー 

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What Makes Us Different? After witnessing the lackluster performance most retail investors experienced during the 2002 and 2008 market crashes, we knew something had to change. Individual investors lost 50% of their account values, despite working with some of the most established firms on Wall Street. Yet, company pensions, university endowments, and charitable foundations were able to achieve dramatically improved results during that same time period. Therefore, we began the process to make these same INSTITUTIONAL STRATEGIES available to individuals and families. Strategies that enabled many institutional and ultra wealthy investors to bypass much of the major market declines in 2002, 2008 and of course 2020 during COVID. Now it’s your turn. Our founder’s focus is as it’s been since 1987 – addressing the unique challenges faced by those experiencing circumstances of “sudden wealth”….such as divorce, inheritance, business liquidations, and lump sum retirement plan distributions. By minimizing risk exposure to the daily turbulent financial markets through the use of highly disciplined quantitative strategies, risk mitigation triggers, combined with conservative non-market related investments, client retirement income can be achieved in a more sustainable, repeatable, and verifiable manner. With over 30 years’ experience, our insight into the universe of conservative and income generating investment options has been invaluable to individuals and families with accumulated assets approaching or currently enjoying their retirement years.もっと見る