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Investment Management

Our first priority is helping you realize your financial goals and objectives.  Whether it's growing your investments, generating cash flow from those investments, saving for a large purchase, or anything else you can imagine.  We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.  Long-term relationships that encourage open and honest communication have been the foundational cornerstone of our success.


The Kimsa investment philosophy is one rooted in data intensive analysis.  We believe in efficient markets and modern portfolio theory.  We construct portfolios based on unbiased forward looking market expectations and measure success based on risk adjusted returns, probability of success, and total ending wealth.  Our goal is to provide an investment strategy that gives you the highest acceptable probability of achieving your goals and objectives.