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Fee-Based Investment Services

KSM Capital Advisors is strictly fee-based, providing independent and objective investment services including:

• Asset Allocation
• Written Investment Policy Statement based on asset allocation and risk tolerance
• Recommendation of investment managers and use of separately managed accounts or mutual funds based on asset size, diversification, and other issues
• Investment manager due diligence and analysis
• Review and fine-tuning of investment strategy through ongoing analysis and quarterly performance reports and review
• Hedging strategies
• Stock option exercise strategies
• Education funding
• Summarization of investment accounts

KSM Capital Advisors also provides fee-based investment services to business clients holding excess cash. Our objectives are to construct a liquid portfolio with low volatility, achieve a return goal of 4% greater than T-bills over a 3-year period, and realize no negative returns on a 12-month basis.

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