Asset Management

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Asset Management Process

HKFS employs elements of modern portfolio theory to construct investment portfolios that are suited to your goals, time horizon and risk tolerance. The HKFS philosophy is to assist you with the allocation of capital among the major asset classes (bonds, stocks and cash), while working to minimize the risk inherent in the securities marketplace.

1. Goals and Objectives:

Time Horizon
Risk Tolerance
Liquidity Needs
Tax Impact
Legal Issues

3. Investment Selection:

Mutual Fund Screens

Manager Tenure/Investment Philosophy
Fund-Style Continuity
Peer Group Performance
Fund Size
Expense Ratio
Transaction Costs

5. Review and Adjust:

Adjustable Factors in Investment Planning

Contributions
Time Horizon
Income at Retirement

Fixed Factor

Risk Tolerance
Desired Ending Balance
Investment Return

2. Allocation:

Bond Portfolio

Mutual Funds
Individual Securities
Separately Managed Accounts

Stock Portfolio

Mutual Funds/Exchange Traded Funds
Individual Securities
Separately Managed Accounts

4. Rebalance:

Review current asset allocation to determine if still appropriate
Naturally Passive Timing (sell high, buy low)
Capture and Manage Gains

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3390 Asbury Road • Dubuque, IA 52002 T 800.791.8994 or 563.582.2855 F 563.582.1040 • info@hkfs.com Copyright © 2011 HK Financial Services, All Rights Reserved.
*DISCLOSURE: Advisory services provided through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Registered securities are offered through registered represent- atives of ProEquities, Inc., a registered broker/dealer, member FINRA and SIPC. Honkamp Krueger Financial Services, Inc., HK Financial Services (HKFS) and ProEquities, Inc are independent. Please be advised that Registered Representatives affiliated with Honkamp Krueger Financial Services, Inc. hold various licenses in various states. For residents of states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representative before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.