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KIM Offers Four Investment Styles
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Investments are made in larger capitalization, asset-rich securities. Companies are leaders in their respective industries and many pay an above-average dividend rate. These companies compete in industries essential to the economy, both domestically and internationally. Firms possess a number one or number two market share position where they compete. Trading patterns of our portfolios are less volatile than the general market or indexes.
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Our Four (4) Investment Styles to choose from are:
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1. Large Cap Value Equity Accounts (20-25 stock positions)
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2. Balanced Accounts (70% stocks, 30% bonds typical mix)
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3. Equity Income Accounts (20-22 stocks with a 3.5% - 4.5% yield)
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4. Total World Equity Accounts (18-20 stocks representing 8-9 countries)
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Please call John Klopp, Managing Partner, to discuss your goals further at 216-566-1100.
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