Thursday, 29 June 2017
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Wealth Management Services

Our Investment Management Approach Offers a Higher Opportunity to Reach Your Financial Goals

KDM Investment Management’s approach to investing is different from other Chicago wealth management firms. It was developed by founder and Chicago wealth manager Jeff Martin. Jeff spent years studying various investment methodologies and was able to discern what yielded the best results for clients.

The solution he developed, Strategic Diversification, is a disciplined approach to managing your assets. It involves creating a diversified portfolio tailored to your financial goals, your financial situation, the time frame with which you can be invested, and your risk tolerance.

Some key advantages of Strategic Diversification include:

  • Focusing on the Long Term: Chasing returns and short-term gains is a formula for disaster. We build a diversified portfolio based on your individual needs and one that offers the best potential for meeting your financial goals.
  • Managing Your Risk: Your investments will be diversified across a broad selection of asset classes, giving you balanced exposure to a variety of different markets.
  • Maintaining Your Asset Allocation: We will realign your investments as needed to keep your asset allocation targets on track. We won’t jump from product to product, but will stay the course. This realignment will also maintain the risk profile of your portfolio.
  • Controlling Costs: Our approach minimizes costs within the portfolio, which includes fees charged by your investment manager. Our fees are among the most competitive in the industry.
  • Putting You First: Because KDM Investment Management offers fee-based services, you can be sure you’ll receive unbiased advice. Our compensation and success are tied directly to helping you achieve your goals.
  • Monitoring Financial Products: While our investment approach remains consistent, the financial industry continually creates new products. We evaluate these products and determine if they are appropriate for inclusion in your portfolio.
  • Monitoring Financial Products: While our investment approach remains consistent, the financial industry continually creates new products. We evaluate these products and determine if they are appropriate for inclusion in your portfolio.

Our Independence is an Advantage to You

KDM Investment Management, Inc. is an independent Chicago wealth management firm. That means we are not tied to a specific company, are not required to push a company’s products, and don’t receive any compensation from those companies. We are a fiduciary, which means that we are legally bound to act in your best interest – not ours.

We can offer unbiased advice about all available financial products because we are compensated by our clients and not those product companies (unlike much of our competition). We are constantly looking at new investment products to determine if they are a good fit for our clients and then consider their inclusion on a case by case basis.

Our independence also allows us to use the latest academic research on wealth management to design customized investment plans that fit our clients’ goals.

Jeff Martin developed Strategic Diversification because as a Chicago investment advisor, he saw the need for an approach that had a high likelihood of success. However, Jeff also recognizes that other strategies may be more suitable or successful for clients with different circumstances and recommends them instead when appropriate.

Independence gives us the flexibility to find the right approach for your needs.

Contact us today to learn more about how we can help you achieve your financial objectives.

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Contact Info

321 Stevens Street, Suite R
Geneva, IL 60134
Phone: 630-232-9097
Fax: 630-578-0425
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