Wealth Management

While we primarily focus on investment management, Kenjol Capital Management also offers a full range of wealth management solutions that can be customized to your specific needs and objectives. From insurance analysis and retirement planning to risk management and charitable giving, Kenjol Capital Management will view your assets from all angles to design a wealth management strategy that helps attain your desired financial future.

Managed Products
Kenjol Capital Management has the ability to manage your needs for diversification, tax efficiency, and more, providing you a one-stop resource to oversee all of your management and portfolio customization needs.

Investment Management & Income Planning
Kenjol Capital Management understands that a high-net-worth portfolio faces the risk of estate taxes and investment uncertainty, among others. Kenjol Capital Management is able to work with you and your estate attorney to develop and implement structures like annuities and trusts that provide the greatest return and protect your income and assets.

Tax, Estate & Retirement Planning
Today there is an array of retirement investment options to suit either an individual or a business, and Kenjol Capital Management has the knowledge and experience to construct and manage the right combination of retirement, investment, and savings options to meet your needs. In addition, we can work with you to identify professionals in the tax and estate areas to best serve your situation.

Wealth Preservation & Risk Management
Kenjol Capital Management has the most up-to-date software and planning resources to design the most appropriate investment strategies for you. We understand that your investments represent your life and opportunities for the future, including college savings/529 plans and others. Kenjol Capital Management provides you many options to ensure you feel comfortable about your financial decisions.

Charitable Giving Solutions
A growing trend, charitable giving provides a unique way to diversify your portfolio while achieving your charitable goals and receiving beneficial tax treatment. Kenjol Capital Management’s charitable giving solutions include gift funds, pooled income funds, and the ability to establish and manage a private foundation—should you elect to implement one.

Insurance Analysis & Solutions
If you are looking to strengthen your investment plan to provide for your family in the future, life insurance is a wise and viable option. With the right policy, you can transfer accumulated wealth into your investment portfolio, creating additional financial security for yourself and your family. Kenjol Capital Management will work with you to evaluate your insurance plan options and establish the right investment solution for you. Learn more about your insurance options here.