Investment Management
James Kent, Financial Advisor is bringing the same knowledge, expertise, and tactics used by Wall Street with a professional and personal touch that the big firms can't provide to his clients in Huntington, West Virginia and Tri-State area.
Achieve Your Investment Goals
Let James Kent, Financial Advisor take on all the effort of crafting the perfect portfolio for your unique situation. We aim to provide the returns you need at a risk level you're comfortable with.
Key Tasks of Investment Management
Once you've scheduled your initial consultation at James Kent, Financial Advisor we assess your specific financial goals and your attitude to risk. We collect important information, like need for liquidity and how often you will access to your money, and set expectations on returns.
Next, we offer each client a Personal Investment Policy
statement (IPS). The Investment Policy Statement (IPS) will provide a foundation of goals, time horizons, and constraints on which the client portfolio is constructed; and to provide the basis for review, performance evaluation, and adaptation to changing conditions.
Finally, we monitor your portfolio closely and make adjustments, as necessary, based on changing conditions in the market or in your personal situation.
Benefits of active management
Downside protection
Investors who use active management can benefit from downside protections during periods of market weakness. Active managers can take steps to protect the funds assets by switching to safer investments such as cash.
Finding opportunities and avoiding pitfalls
Active management can identify and capitalize on things like out-of-favor companies with attractive growth prospects and avoid jumping on the band wagon on over-valued "hot" stocks.
The ability to out-perform
Active funds are the only funds that offer the ability to generate index-beating performance, which is one of the reasons they remain popular, despite their higher costs.
Investment Vehicles
James Kent, Financial Advisor uses many different investment vehicles in the pursuit of providing the ideal amount of risk and returns. Each asset class has its benefits and drawbacks. We analyze all of these to create and maintain your unique portfolio.
Stocks
Bonds
Real Estate
ETFs
REITs
Mutual Funds
Closed-End Funds
Alternative Investments
Interested in our services? Get in touch!
We want to get to know you so that we can provide the perfect solution. Let us know what you want to achieve and we’ll do our best to help. At James Kent, Financial Advisor, we're always looking for new clients in the Greater Huntington, West Virginia area.
212
Assisted Clients
1
Convenient Location
15
Years of Experience
1
Source for All Your Financial Needs
James Kent, Financial Advisor
