With significant experience in fixed income, equity and structured vehicles, Kinetic has the skills needed to provide unique, sound advice. Our goal is to create a custom solution that fits each client’s objectives.

The Kinetic process begins with a plan for each individual. Our solutions go beyond using an asset allocation software program. Each client is unique, so we get to know the client’s needs and expectations in order to develop a personal risk measured profile. This becomes the basis of a custom tailored investment strategy.

A well tailored investment plan starts with diversification, but too often it seems that diversification has become a buzz word when discussing investments. At Kinetic we seek to maximize investment returns and minimize risk by comparing many types of asset categories, including the various shapes and sizes of stocks, bonds, and other vehicles.

The investment industry standard today for maximizing return for a given level of risk, Modern Portfolio Theory, was articulated by Harry Markowitz in l952. MPT provides the theoretical basis behind most of today’s portfolio diversification tools. These software tools, widely available on the internet, allow one to type in basic personal information and with the press of a button - out pops a portfolio. Unfortunately, today many financial advisors use this process and hence apply MPT blindly.

We have developed a proprietary application for MPT because we believe merely putting personal information into a software program does not necessarily result in the best portfolio. Each of these programs is based on a series of assumptions, and we believe it takes a professional with an understanding of both the current state of the markets, as well as of the technical software assumptions to determine whether the output meets the investor’s goals.

Therefore we apply MPT within the context of today’s economic and business environment. While we do not believe in market timing, we do believe that the markets move in cycles. Our research based method helps us determine the appropriate exposure to equities versus fixed income and other asset classes. We believe this process better meets each client’s needs.

A typical client of Kinetic Asset Management wants to preserve the bulk of their assets and grow those assets over time. We can adjust each portfolio to each client’s desired risk exposure.