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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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*DISCLOSURE: Advisory services provided through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Registered securities are offered through registered representatives of ProEquities, Inc., a registered broker/dealer, member FINRA and SIPC. Honkamp Krueger Financial Services, Inc. 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.