SOLUTIONS
Identifying, capturing, and managing a broader range of investment opportunities to achieve your specific needs.
HELPING ACHIEVE YOUR INVESTMENT GOALS
The keys to achieving investment goals are straightforward: Align wealth in a diverse collection of securities and properties capable of growing capital and generating income to achieve targeted gains with the lowest possible risk.
Improving this relationship between risk and reward is at the heart of every investment process. However, sometimes the best opportunities to enhance a portfolio’s risk-reward profile come in small volume. These opportunities may be too small for the biggest banks and brokerage companies to package and sell to mass-market investors. On the other hand, lithe and nimble investment managers who seek opportunities for only small and select groups of clients are often well-scaled and positioned to capture these types of opportunities.
At Kensington, we position ourselves to identify, capture, and manage a broader range of investment opportunities in order to achieve your specific needs and we invest alongside you. A significant share of our own personal wealth is invested in the strategies and securities we manage on behalf of clients.
Improving this relationship between risk and reward is at the heart of every investment process. However, sometimes the best opportunities to enhance a portfolio’s risk-reward profile come in small volume. These opportunities may be too small for the biggest banks and brokerage companies to package and sell to mass-market investors. On the other hand, lithe and nimble investment managers who seek opportunities for only small and select groups of clients are often well-scaled and positioned to capture these types of opportunities.
At Kensington, we position ourselves to identify, capture, and manage a broader range of investment opportunities in order to achieve your specific needs and we invest alongside you. A significant share of our own personal wealth is invested in the strategies and securities we manage on behalf of clients.
LARGE CAP CORE
Blue chip stocks have been the cornerstone of investors’ portfolios for decades. In an environment where interest rates are down and social media stocks are up you may be looking for some common ground in between.
MID CAP
Some investors are looking for smaller companies with greater opportunities and higher growth rates. These companies are often market leaders in their business niche and display a distinct competitive advantage.
PERSISTENT DIVIDEND
Blue chip stocks have been the cornerstone of investors’ portfolios for decades. In an environment where interest rates are down and social media stocks are up you may be looking for some common ground in between.
INCOME EQUITY PORTFOLIOS
In today’s uncertain and at-times volatile environment, some investors are best served by a balanced approach to investing that combines high quality dividend paying stocks, investment grade corporate bonds and other income producing securities in a single portfolio.
AMERICAN INGENUITY STRATEGY
Our meticulously crafted portfolio leverages proprietary research, identifying disruptive companies poised for long-term growth. The American Ingenuity Strategy thrives on adaptability, mirroring the agility of the companies it invests in.
