At Kinetic, we understand that the investment process is dynamic. A portfolio may require adjustment due to factors including fluctuations in the market or shifts in the investor’s interests, income or future prospects. Our job is to constantly monitor the economic and market trends such that we can adjust our investment strategy to take advantage of developing trends and adjust our portfolios to a changed set of inputs. Our approach is designed to serve individual interests through monitoring of performance, regular discussion, and periodic re-positioning of the portfolio as necessary.

We are a value oriented manager. Often we overlay our basic strategy with options or other vehicles to generate income and diversify risk.

Are we really different from other firms? We believe people are important and we believe that results are important. We believe that knowledge and experience across the investment spectrum are necessary to make the right recommendation at the right time.

Our goal is to:

1. Listen to what you want to achieve
2. Lead you to investments that are right for your circumstances
3. Be your advocate
4. Recommend appropriate portfolio changes when your needs change
5. Treat our clients in the same manner that we would want to be treated

Kinetic Asset Management LLC was founded in 2002 based on the principle that an independent advisor is able to offer an unbiased selection of investment options.

We hold a fundamental belief in sound character coupled with investment experience. We are active Christians who believe that our faith needs to impact every area of our lives, including our business. We want to do what is right for the customer. Our desire is to positively affect people, whether they are our employees, clients or vendors.