a Registered Investment Adviser
As fiduciaries, we're not tied to specific providers or pressured to sell their products. Instead, we offer investment advice and make decisions solely based on our client's best interests. Our commitment to acting for our clients' benefit always sets us apart.Unlike advisors tied to third-party providers, we offer tailored financial advice that suits your unique needs. Our advisors take the time to get to know you personally, so they can provide customized advice for your investment portfolio. We offer more options and greater peace of mind without the pressure to sell certain products.At KOHR Investments, LLC, we serve, not sell. Our dedicated investment advisors will only ever select an investment vehicle that aligns with your chosen financial strategy. So you can be confident that your investment decisions are made with your best interests in mind.
Risk Number® technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics. By taking a 5 minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations. This is easily the best technology we use in our practice and it gives our clients an edge in understanding risk.
Many factors go into establishing your goals, and all of these impact how we create your financial plan. Being able to clearly articulate your needs and expectations will help you (and us) make an informed decision about how we can help you. We want to understand your goals and your particular financial situation and make recommendations that are suitable for you. Some important factors to consider in defining your goals include:
It’s a good idea to consider these factors before our first meeting so that we can get a comprehensive picture of your financial situation and establish a holistic plan that fits you. The details of our process are outlines more below.
Do you want to understand how a fiduciary can benefit your wealth management and financial planning endeavors? At KOHR Investments, LLC, we offer various services to help you achieve your financial goals. As an independent fiduciary, we put your interests first, and our focus is always on serving your unique needs.
Our team plays several roles in supporting our clients, including:
To help you with your specific financial situation, you must assess the investment and advisory services you need. Below are some of the particular areas where we can support you:
At KOHR Investments, LLC, we believe every client is unique, and we tailor our investment services to meet your needs. Whether you're looking for ongoing investment advice, portfolio analysis, portfolio design, or discretionary portfolio management, our team is here to help you achieve your financial goals.
At KOHR Investments, LLC, we're committed to providing comprehensive financial planning services beyond just investing. Cash management is an essential component of financial planning. We can help you optimize your cash flow, reduce debt, and achieve your financial objectives.
We believe that you should not only know what we’re doing with your money, but why we’re doing it. At KOHR Investments, we maintain total transparency in all of the investments we make for your portfolio, and if you’re ever uncertain about why a certain decision was made, we’ll help you to understand how that particular action benefits you.We proactively discuss current events and openly share our forecast with you through your investment counselor, live events, quarterly reviews, regular publications like MarketMinder, and more. Whether you’re someone who wants to dig into the details of your portfolio or you want to be more hands-off, we provide a variety of resources to get you the information you need, when you need it—all to make sure you’re comfortable with our investing approach.
We utilize a fee structure that is simple and easy to understand. We charge a fee that’s based on a percentage of the assets we manage for you. With this structure, successful growth of your assets means success for us as well, so we take greater accountability in growing your wealth. We may also charge hourly or flat fees in conjunction with a specific, one-time service, like developing a financial plan. If you ever have any questions regarding our fees and billing, we invite you to contact your dedicated financial advisor.