Investment Philosophy

Clients put their trust in Kaye Family Wealth Management everyday.  Their time tested investment style takes into account the needs of the individual first, factoring each client's risk tolerance and financial goals, and plan accordingly.  They first observe economic expectations and then apply asset allocation strategies to fit the current market environment.  Next sector allocation and individual securities are screened and chosen to fit the individual needs of every client.  They review their client's portfolios, both tactically and strategically attempting to optimize results.  A thorough review of an investment idea, prior to committing client's monies, is a big part of their philosophy.