Portfolio analytics is about managing risk
Portfolio managers have a myriad of analytics and measurements available to help in managing and monitoring the performance, risk, and volatility in portfolios. These include beta, R squared, Monte Carlo simulations, Value at Risk analyses, to name just a few. King Wealth Management Group utilizes many of these sophisticated tools.
KWMG offers seven different risk-based model portfolios
Our model portfolios are constructed using individual stocks, Exchange Traded Funds (ETFs), and bonds. The risk levels of our portfolios are refined using portfolio analytics and each model can be customized according to your individual preferences, tax situation or needs.
Knowing our client is the most Important tool in our toolbelt
We use our KWMG “Risk Assessment Questionnaire” to assess the level of risk our clients are comfortable with for their investments but most importantly we spend a lot of time getting to know our clients.