Investment Management Service Programs
Kulch Financial Services wealth management services include the monitoring of portfolios of stocks, bonds, mutual funds or other securities that you may purchase to meet your financial objectives. We offer our clients distinct wealth management programs based on your needs and interests.
Our Premier program is for those investors looking for a personalized approach to investment planning and asset allocation management. Portfolio recommendations are based on existing market conditions and client's investor profile.
Comprehensive and personalized ongoing services include:
- Active Monthly monitoring of wealth management
- Active Daily monitoring of fund selections
- Absolutely no propriety funds requirement - an open architecture platform
- Unlimited mutual funds to select from over 100 fund families
- Utilize volume discount of load-waived A shares to reduce fees and gain more performance
- Customized investment portfolio and asset allocation models
- Personalized one-on-one financial and investment consultation
- Dedicated service team with full financial planning support
- Communication package geared at keeping you informed about decisions being made regarding your account
Our Wealth Builder program is for those investors just starting to build their portfolio. Portfolio recommendations are based on existing market conditions and client's investor profile.
- Active Quarterly monitoring of wealth management
- Active Daily monitoring of fund selections
- Absolutely no propriety funds requirement - an open architecture platform
- Unlimited mutual funds to select from over 100 fund families
- Utilize volume discount of load-waived A shares to reduce fees and gain more performance
- Personalized one-on-one financial and investment consultation
