OUR INVESTMENT PHILOSOPHY
We use a highly diversified investment strategy derived from decades of academic research in financial and market theory.
This approach has seven key components:
1. We believe that markets work. The capital markets do a good job of fairly pricing all available information as well as incorporating investor expectations about publicly traded securities.
2. We believe that only long-term investing in the equity markets offers you a return that outpaces the effects of both inflation and taxes on your portfolio.
3. We believe that risk and return are related. Our portfolios are structured to take advantage of the dimensions of risk offered by investing a measured portion in the small and value asset classes. These size and value effects are strong across global markets.
4. We use two important methods for managing risk and moderating volatility:
5. We believe that structured investing along with disciplined portfolio rebalancing help individuals achieve their long-term financial goals and mitigate the damage that might be caused by investing emotionally.
6. We use low-cost, institutional, asset class mutual funds.
7. As a Registered Investment Advisor, we have a fiduciary relationship with all our clients, which means we always put your interests first.
8. In an effort to best serve our clients, Kendall Wealth has a strategic and operational alliance with Forum Financial Management, LP, a large, third-party custodian and a registered investment advisor firm managing and servicing more than $2 billion of assets.
Forum acts as an extension of our core Kendall Wealth team, giving us immediate access to a deep bench of highly-credentialed partners and advisors when analyzing complex situations across portfolio management, estate planning, taxes, and insurance.
Together with Forum, we have access to institutional-scale technology solutions and to a team of specialists across trading, billing, and reporting.
This means we can focus on what matters most to us: helping our clients.
This approach has seven key components:
1. We believe that markets work. The capital markets do a good job of fairly pricing all available information as well as incorporating investor expectations about publicly traded securities.
2. We believe that only long-term investing in the equity markets offers you a return that outpaces the effects of both inflation and taxes on your portfolio.
3. We believe that risk and return are related. Our portfolios are structured to take advantage of the dimensions of risk offered by investing a measured portion in the small and value asset classes. These size and value effects are strong across global markets.
4. We use two important methods for managing risk and moderating volatility:
- Adding fixed income
- Diversifying globally across more than 11,000 securities in about 50 countries.
5. We believe that structured investing along with disciplined portfolio rebalancing help individuals achieve their long-term financial goals and mitigate the damage that might be caused by investing emotionally.
6. We use low-cost, institutional, asset class mutual funds.
7. As a Registered Investment Advisor, we have a fiduciary relationship with all our clients, which means we always put your interests first.
8. In an effort to best serve our clients, Kendall Wealth has a strategic and operational alliance with Forum Financial Management, LP, a large, third-party custodian and a registered investment advisor firm managing and servicing more than $2 billion of assets.
Forum acts as an extension of our core Kendall Wealth team, giving us immediate access to a deep bench of highly-credentialed partners and advisors when analyzing complex situations across portfolio management, estate planning, taxes, and insurance.
Together with Forum, we have access to institutional-scale technology solutions and to a team of specialists across trading, billing, and reporting.
This means we can focus on what matters most to us: helping our clients.
10 Rogers Street, Suite 118 • Cambridge Massachusetts 02142 • Phone: (617) 945-2371
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