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“Our Unique, Quality-Driven Investment Philosophy Embraces the Power of Thoughtful Financial Planning and Prudent Investment Management to Build a Customized Structure for Ultimate Financial Security”
“RESPECT FOR TRADITION WITH FOCUS ON PROGRESS”
Specializing in Prudent Investment Management of Financial Portfolios and Financial Planning services for Private Holdings Clients, Business Owners and Retirement Plan Investors, Kensington A.M.I. offers clients more than a generation of financial planning knowledge, expert investment management and economic insight.
Kensington A.M.I. founder and Chief Investment Officer Benjamin Lupu CFP
has served selected investors and retirement plan clients for more than 30 years. Every day, we emphasize investment prudence, risk control, highest quality asset selection and most of all, positive client experience.
We endeavor to serve our clients by offering holistic financial advice and investment management. As a fee only adviser, we do not earn commissions. We strive to protect client interests by offering objective advice, expert management and no conflicts of interest.
One of the primary problems both institutional and private investors face every day is the ongoing low interest rate environment that makes gaining any reasonable amount of portfolio income seem nearly impossible. Cash in money market funds and bank deposits...