• Services

KMH is an independent, Fee-Only advisory firm that is committed to its role as a fiduciary to its clients.  As a fiduciary we exhibit the highest form of trust and confidence, and act in the best interest of our clients.

Clients of KMH benefit from an investment process that is highly customized to meet each client’s needs based on their life stage and goals.  As changes occur in a client’s lifetime, we make adjustment to the portfolio to keep the client on the path to financial security. We recommend an unbiased array of investment products since we are Fee-Only and do not derive any commissions from products.

Portfolio Design & Monitoring

Each of our client’s portfolio is specifically designed to factor in their life stage, financial goals, risk tolerance and tax situation.  We believe in a diversified portfolio of  primarily mutual funds and bonds that are low cost and have a performance yield comparable to industry benchmarks. Portfolios are rebalanced as a client’s needs change or due to market volatility

Asset Management

KMH takes a long-term approach to investing. We strategically invest in asset classes to maximize our clients’ returns over the long-term.  All investments are guided by our client’s individual risk tolerance and objectives.  As tax laws change asset classes may need to be reevaluated.