Disciplined Investing,
Dependable Results

We are completely
committed to your success

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Investment Philosophy

Protecting and building your wealth by achieving outstanding long-term, risk-adjusted investment returns. 

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Investment Strategies

Carefully designed to thrive in all types of economic and market environments that meet our disciplined investment criteria.

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Private Client Services

Dedicated to enhancing your financial well-being and navigating the associated complexities of wealth for your peace of mind.

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Personal Approach

Working together to define your vision of financial success leading to a strategic wealth plan that meets your objectives today and in the future.

Plan, Protect and
Grow Your Wealth

With our fiduciary mindset, we protect and build your wealth by generating solid, long-term returns to help you meet your financial goals. 

Insights

WEALTH, HEALTH, AND KIDS

Helping your child purchase a home? Know your options. As natural as it is for parents to want to help their children, it is not a decision to be taken lightly.

MARKETS AND ECONOMY

On this month’s podcast, we discuss the top themes guiding KJH’s investment decisions including our thoughts on the market’s continued growth, the economic impact of the Delta variant and ‘sticky’ inflation.

RETIREMENT PLANNING

The KJH investment team explains the risk reflation poses to traditional bond allocations, the adverse impact of rising interest rates and alternative assets to generate income in this environment.