Services
21st Century Portfolios
We provide our clients with 21st Century Portfolios . We believe that successful investment campaigns must deploy multiple long/short strategies across all major asset classes.
Investment Policy Statement
We begin each relationship with collaboration: an Investment Policy Statement which clearly defines each client’s investment goals and risk tolerance.
Total Plan Fee Analysis
We provide a comprehensive analysis of the fees and costs associated with the current plan, such as: transaction costs, custodial fees, underlying manager fees, professional fees, administrative fees and actuarial costs.
State-of-the-Art Online Reporting
We provide our clients with access to a number of reports that detail account balances, asset allocation, manager performance, taxable events, and more.
Wealth Management
With our state-of-the-art technology to track investment activities across various custodians and advisors, we consolidate investment reporting with industry compliant real-time performance tracking.
Risk Management
With targeted strategies, we methodically help our clients protect and preserve their assets
Cash Flow Analysis
Our cash flow analysis tracks your income/expense ratios over an extended period of time. Not only will you become acutely aware of how expenses, taxes and inflation affect your lifestyle, we will also have the proper basis for making investment decisions.
Ongoing Investment Review
As Kilzer Wealth Management clients you will have ongoing meetings to review your investment portfolio to make sure you are on track and stay on track.
