KKWM’s investment philosophy consists of a disciplined, long-term investment strategy for managing risk and capturing market returns. The strategy is founded on the concepts of Modern Portfolio Theory and Structured Asset Class Investing.

We team with you:

• By establishing your investment policy from the beginning
• Holding regularly scheduled reviews to maintain the discipline needed for long-term success.

We charge an annual fee for our services based on total portfolio value (unlike a commission to buy and sell assets), which allows our interests to be aligned with yours, namely, to increase your portfolio’s value.

If you would like more information on Modern Portfolio Theory and Structured Asset Class Investing, please click here. 

DFA is a respected leader in structuring investment portfolios for institutional accounts, including corporations, pension and profit sharing plans, charitable organizations, labor unions and governmental entities. To maintain quality, its no-load mutual funds are not available to the general public, retail brokers or most other investment advisors. But, through KKWM, you gain access to these institutional funds.

If you would like more information on DFA or obtain a prospectus, click here to visit DFA’s web site.

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Copyright (c) 2001, Krouse Kern Wealth Management, Inc., Buckingham Asset Management, Inc. and BAM Advisor Services. All Rights Reserved. Any links to other sites from this page are provided for informational purposes only. The products or services described on this web site are available to United States citizens and residents only and the information contained throughout this web site is intended for such persons only. No information contained herein is an offer to sell. Investors should read the prospectus of a security prior to making any investments. If you have any questions, please contact our Webmaster.