| Services
Koch Capital and its affiliates provide the following services to our clients:
Portfolio Management
We provide customized portfolio solutions that cover all aspects of investment policy, asset allocation, portfolio re-balancing, income distribution strategies, tax consideration and ongoing performance monitoring for both individuals and pension plans. In the first phase, Koch Capital typically analyzes your existing portfolio holdings using our innovative Portfolio Evaluator Toolkit (PET) platform. From here we develop a customized investment plan for each client, then provide an implementation path and ongoing management up to and throughout retirement.
In addition to our customized client portfolios, we also provide four managed portfolio solutions targeted for specific retirement investing needs. For more information on our targeted portfolio solutions, please use the links below:
Retirement Income Planning
We focus on the income needs of those approaching or in retirement by examining sustainable withdrawal rates, IRA and 401k distribution strategies, longevity risk, retirement cash flow, tax consideration and lifestyle hedging techniques. Where appropriate, we may recommend alternative income investments for those looking to supplement their traditional fixed income holdings.
For more information on our retirement planning methodology, please visit the Video Tutorial section of this website.
Alternative Asset Investing
We analyze and integrate your existing real estate and private business holdings into your overall investment strategy as well as offer tactical strategies such as re-financing, acquisition/disposition, regulatory recommendations, tax consideration, etc. Where appropriate, Koch Capital provides alternative investment recommendations for those looking to diversity their portfolios into non-traditional investment vehicles. We also provide recommendations on downside hedging strategies to help reduce the impact of unexpected financial events and recessionary business cycles.
DISCLOSURE: Representatives of Koch Capital cannot offer legal or tax advice. Please consult with your attorney and/or tax adviser as needed for personal legal and/or tax questions and concerns. |
