Investments will play a key role in your financial plan. At Peninsula Financial Group and KMR Financial Network, we will design a customized portfolio that considers your risk tolerance, time horizon, and financial planning goals.
As independent firms, we have access to a vast array of world class investment managers. This allows us to select the very best managers in each class and create a unique portfolio just for you. In addition, as duly registered advisors, we can work with you on a fee or commission basis or a combination of the two when building your investment portfolios.
Some of the investments that may be appropriate for your investment portfolio include:
Fee Based Portfolio Management
Portfolio Designs: A fully customized, in house solution that can utilize a variety of no-load and load waived mutual funds, individual stocks, bonds, and exchange traded funds (ETF’s). Instead of paying a commission on each transaction, you’re charged a quarterly fee based on the value of your assets in the account.
Third Party Money Managers: As Investment Advisor Representatives of Questar Asset Management, we have access to over fifteen third party money managers with unique capabilities and investment strategies. We can evaluate these managers to determine if one is right for you.
Traditional Investments (Commission based)
- Mutual Funds: Either held directly with the fund company or as part of a diversified Pershing brokerage account.
- Exchange Traded Funds
- Annuities: Variable, Fixed, Immediate, or Deferred