Providing Total Wealth Management Solutions
Kenjol Capital Management offers total wealth management solutions to help clients plan for their future today. Our wealth management services are tailored to the unique needs of each individual, family or institution we work with.
Kenjol Capital Management uses an array of services to design the right investment strategy for you, from insurance analysis and retirement planning to risk management and charitable giving, Kenjol Capital Management is able to view your assets from all angles and design an investment strategy to help you 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 and Income Planning
Kenjol Capital Management understands that with high-net-worth comes risk of estate taxes and investment uncertainty, among others. Kenjol Capital Management is able to work with you to develop and implement plans, such as annuities and trusts, to structure your investments to provide the greatest return and protect your income and assets.
Tax, Estate and Retirement Planning
Today there is an array of retirement investment options to suit individual to small business needs, 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.
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, and understands 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 and 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 this option 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.
Our Approach
Kenjol Capital Management approaches the market differently, utilizing the tools and time-tested research of
Dorsey, Wright & Associates (DWA) in combination with over fifteen years of investment expertise in tactically allocating to areas of the market exhibiting relative strength. For your portfolio to outperform the market, it must be comprised of stocks, mutual funds, and exchange-traded funds (ETFs) that are outperforming the market.
Relative strength has always been a cornerstone of DWA’s investment process and it is incorporated with Kenjol Capital Mangement’s process as well. It is, in both our opinions, the most robust and adaptable method of security analysis ever developed. By building a portfolio of strong relative strength investments, our clients are able to participate in trends both short-term and long-term in duration.
Whether your goals are personal or professional, Kenjol Capital Management uses some of the following investment options to design the right investment portfolio for you. We match client's risk tolerance levels and time horizon with one of our proprietary management strategies, ranging from sector-rotation strategies to tactical strategies which seek to generate long-term capital gains.
Mutual Funds
Kenjol Capital Management can easily assess and match your investment preferences with the types of funds and growth rates you are comfortable with. We have access to an unlimited number of funds covering all major investment areas including equity funds, fixed-income funds, international funds and a range of industry-specific and sector portfolios.
Exchange-Traded Funds (ETFs)
Kenjol Capital Management has access to any exchange-traded fund trading on a US stock exchange. The number of ETFs in the marketplace have been growing at a torrent pace, growing from less than 100 ETFs totaling less than $100 billion in 2002 to over 650 ETFs and a total of over $600 billion in 2008.
Alternative Investments
Kenjol Capital Management understands that some clients may desire and benefit from investments in nontraditional asset classes. Alternative investments may appeal to clients who are looking for higher returns than those found in commonly listed stocks and bonds, or who simply want greater diversification throughout their portfolio. No matter the reason, Kenjol Capital Management can work with you to devise an alternative investment strategy to meet your needs.
Variable and Fixed Annuities
Kenjol Capital Management can select the right annuity package to provide minimal risk and maximum potential return on your investment, evaluate annuities you have in place and provide valuable advice to help lower costs and increase savings. In addition, Kenjol Capital Management can help you evaluate new investment options to help diversify your annuity to better serve you.
Trustee Services
Kenjol Capital Management helps you construct and manage the right trustee package service to incorporate into your financial planning strategy. Services include Administrative Trustee Services, Agent for Trustee Services, Fiduciary Reporting Services, and Custody for Trust Institutions among others.
Contact Us
Contact Kenjol Capital Management today to discuss how our personalized wealth management solutions can meet your needs. We can be reached toll free at 866.453.6565 or locally in Austin, Texas at 512.506.9395.