106 Things We Do For Clients, No. 51

by | Nov 15, 2017 | *Financial Awakenings, Fee Only Financial Planning

No. 51 of 106 Things We Do For Clients

Evaluate new investment opportunities.

When investment opportunities arise, KFG is already alert to the potential “fit” into your portfolio, following your goals and your stated risk tolerance. We are continually assessing our investment strategies and evaluating new opportunities. While we don’t change strategies or managers very often, when we find one that makes sense to include in your investment mix we will not hesitate to make a change. You can rest easy, knowing that our best thinking is continually being implemented in your investment portfolio.

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