Five Star Wealth Manager Award Winner
2015, 2016, 2017, 2018, 2019
For information about the Five Star Wealth Managers methodology, click here.
Prior to founding T2 Asset Management, Ken spent nearly a decade as a professional trader and financial advisor. He has been focused on financial markets since receiving his degree in Economics from Carnegie Mellon University over 20 years ago. With rare training as a fundamental analyst and market technician, Ken brings a unique blend of skills to the construction of financial models.
Ken is a Chartered Financial Analyst and Chartered Market Technician. He is a member of CFA Institute and CFA Society of Chicago.
WHAT I DO FOR CLIENTS
- First, I help my clients understand where they are and where they want to be with respect to their financial lives. I've found that even very successful people aren't always clear about this important topic.
- Second, based on what I learn, I help them create a plan to achieve their goals by removing the obstacles and taking advantage of the opportunities as much as possible. CLICK HERE TO VIEW SAMPLE PLAN
- Third, with this clarity and plan in place, my clients often tell me they feel confident because they have addressed what many people never truly focus on.
- Finally, working with my clients, I structure an investment portfolio that will achieve their goals without taking unnecessary risk. While many advisors simply allocate a client's portfolio, I will actively manage their investments to take advantage of opportunities when appropriate and reduce risk when market conditions warrant.
INDEPENDENCE: As an independent investment advisor, we are not influenced by product sales or corporate ties. As a fiduciary, our responsibility is to serve in the best interest of our clients and only our clients.
COMPREHENSIVE: We customize our services to meet the needs of every client and help develop a sound financial strategy that covers all the financial bases, from planning to investing to estate conservation.
EXPERTISE: Less than 1% of all financial advisors hold a CFA charter. Chartered Financial Analysts (CFA) are highly prized by institutional money managers as investment analysts and strategists. Working with a CFA charter holder brings those same institutional skills to individuals and families.
DISCIPLINE: We believe in the fundamental principles of strong diversification, low-cost investing, and the idea that markets are best navigated with the avoidance of large losses. Managing risk is at the center of what we do for clients in order to preserve gains and minimize losses.