Investment Services

Participate & Protect

The KCG investment management process is grounded in the principles of Modern Portfolio Theory and the belief that risk can be managed through diversification and tactical allocation.

KCG managed portfolios are constructed to provide a higher probability of meeting your return goals with reduced market risk. When principal is conserved in down markets, a portfolio can grow from a consistently higher principal base, resulting in higher, more consistent long-term average annual returns.

Investment Management is both a science and an art.  Kimberly recognizes that while “buy and hold” strategies work well in secular bull markets, active management works better in oscillating markets.  The point is …both approaches work!



In extraordinary times like these, Kimberly proactively manages all client accounts relative to the loss tolerance you express when developing your personal Investment Policy Statement.

The art comes with knowing when to use them.  KCG Investment Advisory Services LLC is here to navigate safely toward your desired goals.