Comprehensive Financial Services
offers an extensive variety of integrated planning, investment and non-investment
custom services to help you build wealth and confidence.
We believe that financial planning should be proactive and dynamic.
It starts with a judgement free understanding of your current situation, future goals, concerns and priorities.
This open communication and coordinated planning continues throughout each stage of your life.
The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Kanawha does not serve as an attorney, accountant, or insurance agent. Kanawha does not prepare legal documents or tax returns, nor does it sell insurance products.
Kanawha’s investment process is centered on each account, one client at a time. We customize every portfolio to reflect your specific objectives, risk profile, time horizon, and tax considerations. However, we do so within a consistent and rigorous analytical framework.
Portfolios are broadly diversified to provide the appropriate balance between risk and return. We utilize individual stocks to diversify portfolios across sectors and industries while incorporating exchange-traded funds and fixed income securities to provide exposure to additional asset classes.
All investments carry some level of risk. Our team combines technology and our experience to identify and quantify these levels.
If we do not fully understand an investment product, we do not recommend it.
Your portfolio is managed based on the level of risk that you are comfortable taking to achieve your financial goals. We meet regularly to discuss changes in your life that may affect your risk tolerance. And make adjustments accordingly.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Kanawha) will be profitable, equal any historical performance level(s), or prove successful. The achievement of any professional designation, certification, degree, or license, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Kanawha is engaged, or continues to be engaged, to provide investment advisory services.