Skip to content-main content

Individual Clients

Consider us a road map for your journey in achieving your financial goals.

Look closely and you will see that the world is a maze of financial options. However, when you step back, you realize that off-the-shelf financial advice often does not mirror your particular needs. This is exactly where Kanawha comes in.

If you have investment needs that require personal attention and flexibility to work with your existing portfolio, we may be just the manager you have been looking for.

Most of our taxable portfolios have two common goals: long-term growth of capital without taking on undue risk and tax efficiency. Kanawha’s equity approach of blending characteristics of both growth and value styles is designed to produce competitive returns. Our adherence to both valuation and diversification criteria seeks to minimize downside risk within the portfolio, thereby limiting potential loss during periods of market turbulence.

We recognize that each client has unique personal goals and tolerance for risk. We take these issues into account in constructing a diversified portfolio of individual stocks and bonds for each client. Your mix of securities will be determined by your long-term goals, market conditions, and our shared desire to avoid excessive short-term risk.