SERVICES
As a Fiduciary advisor, we are obligated to protect our clients from the many hazards of modern business affairs and financial markets. We make sure to carefully examine the quality, transparency and liquidity of invested assets. For us, quality asset selection is paramount.
Kensington A.M.I. is a Fee Only Adviser, we do not work for commissions. Our financial management system is not just about what you own, it’s equally about what you avoid owning. Keeping clients safe from hyper-marketed junk investments is at the core of our methodology. Asset quality, purity, transparency, straightforwardness and professionalism are what we stand for. 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.
Contact Us For a Free Financial Advisory Consultation
Investment Portfolios
The financial universe is changing rapidly. Each day, we hear about new, exciting and sometimes bewildering financial innovations that invoke our curiosity. From cryptocurrencies to new payment systems and a variety of new financial resources, the pace of financial transformation appears to be accelerating.
The landscape of finance, investing and financial planning will be much different in the coming years than it has been in the past. Part of our role as advisors is to learn, research and understand the nature of financial change and technological innovation and how these factors affect the lives of our clients, the community and our greater society.
At Kensington A.M.I. we are committed to researching and learning as much as possible about the new and exciting world of financial innovation and how our clients may benefit from all these changes.
We invite you to ask us your questions about this new and exciting world of financial innovation.
Investment Style: A Long Term Philosophy
Financial Planning for a More Comprehensive Approach
A Comprehensive Financial Plan may be the wisest way to plot the best course for your financial future. Please contact Kensington AMI for a free Financial Planning consultation
Contact Us For a Free Financial Advisory Consultation