We are an independent, fee-based financial services firm and we do not receive commissions for our investment advisory relationships in regards to implementing our wealth management strategies. As fiduciaries, we charge an ongoing asset based fee. We are proud to be included by Forbes in their first-ever ranking of America's Top Financial Security Professionals.
Our Value Proposition
Our Investment Strategy
Our investment strategy is a distinct alternative to trying to pick winning stocks or active managers. Historical data and research clearly show that an overwhelming majority of active managers underperform their appropriate benchmarks because they do not have the ability to consistently predict the future movements in the capital markets. We understand that market fluctuations are random and unpredictable, so trying to outsmart the markets is oftentimes a futile endeavor. We view the capital markets as our allies that, over time, can reward investors who commit their capital; this is the essence of capitalism.
Instead of trying to predict things that are outside of our control, we choose to spend our time managing all of the important variables that can positively impact portfolio performance: asset allocation, diversification, discipline, tax efficiency and costs. We believe this approach can aim towards giving clients better odds of enjoying a successful investment experience. There is no guarantee that a diversified portfolio, asset allocation, or any other strategy will enhance overall returns. No strategy assures success or protection again loss.
We understand the important relationship between returns and risk and spend time helping clients determine how much risk they need or want to take to accomplish their financial objectives. Our goal is to help investors capture the returns that the capital markets provide while taking the appropriate amount of risk.
Contact us today at (818) 783-6620 to schedule a complimentary, no obligation conversation to learn more about how Kaplan Financial can help you pursue your financial goals.