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About Kensington A.M.I.
Kensington A.M.I is Registered Investment Adviser based in the media district of Burbank California. We are a Fiduciary advisor, which means we are required by law to put client interests ahead of ours. Specializing in Investment Management and Financial Planning for a diverse group of clients, our primary goal is to deliver outstanding long term financial outcomes and ultimate financial security, while giving clients a positive emotional experience on the human level. We are a Fee Only Adviser.. Kensington A.M.I. LLC is a Fiduciary Advisor, which means we are required to put client interests before our own.
All client assets are held at Custodian Fidelity Institutional Wealth Services, a division of Fidelity Investments or qualified third party custodian as directed by client.
In our supervision of client financial and business affairs, which include the management of investment portfolios, bank held assets, Qualified Pension Plans, 401Ks, IRAs, Rollovers, and Private Holdings accounts, Kensington A.M.I. believes in a conservative, understandable and Holistic style economic philosophy. Our quality-only ethic protects client holdings from the potential harm that certain types of low quality and non transparent investments might cause.
Our goal is financial security and investment success for all of our clients. Chief investment officer Benjamin Lupu, CFP® has more than 30 years of professional, licensed experience advising investors in most every category. Professional and comprehensive financial planning and sophisticated, highly evolved investment management methodologies are how we deliver results.
How Are We Different? Better Relationships
We strive to make our fee structure more fair to clients than many other asset managers and Financial Planners. Unlike some big banks, hedge funds, brokerage firms or other major financial marketers, we do not have a grand corporate agenda. We are a one on one relationship business. Some of our client relationships span some 25 years. We know costs matter, so we strive to offer clients a break on fees and costs.
Investment Philosophy: Advancement and Responsibility
We live in a remarkable new age of technology which is transforming life as we know it. In the years to come, new innovations in Artificial Intelligence, the emergence of the “Metaverse”, new forms of clean energy and power generation as well as new advances in auto mobility will enhance our quality of life and experiences. Impressive strides in the medical and life sciences sectors will cure or treat diseases and increase our life spans.
All these exciting innovations of the present and near future can offer us meaningful and significant investment opportunities.
In these interesting times, which can be both exciting and dangerous, we make sure that a responsible, thoughtful and individualized investment management plan is part of our commitment to our clients.
Separate Account Management:
Each client’s holdings are customized for their own needs and not pooled with other investors. Client suitability, risk tolerance, income requirements, taxability, and time horizon all carefully considered. In addition, Kensington A.M.I. LLC complies with DOL Rule PTE 2020-2022 regarding 401k and IRA accounts.
Comprehensive and Investment Specific Financial Planning Plans are available for clients who require a more broad based, complete and thorough approach to their needs. Today’s financial environment is often frustrating and complex; a clear, comprehensive Financial Plan is often the solution. Call us for a free initial consultation.
Why the name “Kensington”?
Kensington Palace is a royal residence set in Kensington Gardens in the Royal Borough of Kensington and Chelsea in London England UK. It is also the name of a neighborhood in Brooklyn, New York, USA. Our founder comes from the latter; “a good place to be from”, as they say. The “A.M.I.” stands for “Asset Management International”.