Investment Management

Kenjol offers a broad range of effective investment programs to our clients, deploying a full array of equity, fixed-income, and alternative asset classes. Our investments primarily utilize mutual funds and exchange-traded funds (ETFs) as opposed to individual company stocks.

Based on a thorough understanding of your investment goals and risk tolerance, we employ a combination of the components described below as the building blocks of your investment plan. In addition, we may add other components to custom-build an investment plan that positions you within your own, unique SmartZone – maximizing your returns while protecting and preserving your capital.

Investment Programs
Our actively managed investment programs include the following strategies and components:

Sector Rotation
The sector rotation program utilizes relative strength metrics to identify and rotate to areas of market strength. The rotation includes but is not limited to domestic sectors (i.e. energy, technology, consumer products), style boxes (i.e. large cap, small cap, growth, value), international (i.e. developed countries, emerging countries), commodity (i.e. gold, agriculture, base metals), and inverse or short positions (positions that make money when the market declines).

International Rotation
The international rotation program is similar to the sector rotation program described above. However, this program only makes investments in vehicles with primary exposure outside of the United States. Investment allocations may include broad international markets, regions, specific countries, or currencies.

Seasonal Rotation
The seasonal rotation program is based on research that shows market strength is historically seen during the “in-season” months of the year, or November through April, while market weakness is typical during May through October, the “out-of-season” months. The program typically increase its equity exposure during the "in-season" months of the year and decrease equity exposure and raise fixed income or cash allocations during the "out-of-season" months of the year.

High-Yield Bond Timing
The high-yield bond timing program utilizes trend-following models to time movement into and out of high-yield bonds. Assets are allocated to the high-yield bond fund(s) when proprietary trend-following models signal an upward trend in the market. When the model detects that the market trend has turned negative, assets are allocated to cash to preserve capital. When a timing signal is generated, all of an account's assets are moved to either the high-yield bonds or cash.

Custodial Options
Fidelity Investments, a firm with a 60-year reputation for integrity and financial management expertise, is our primary custodian of client assets. As a leader in the financial services field, Fidelity provides a full suite of products, services, and tools needed to help best serve our clients.

In addition, we have the capability to effectively and efficiently work on your behalf to manage many qualified retirement plans such as 401(k) and 403(b) accounts. We believe that with our professional advice and management of your company retirement account, you can more effectively steer your overall retirement plans in the proper direction. For more information on this service, please visit the 401(k) services page on our website.