At Kibble & Prentice, this question drives everything we do. Risk management is a dual proposition: We help clients protect their property and invest their assets to meet their objectives and build net worth. But we place an equally strong focus on identifying and addressing potential liabilities and exposures that can impact your financial health and well-being.
Our clients have multiple roles as investors, family providers, entrepreneurs, executives and philanthropists. We provide a comprehensive approach to the wide-ranging and complex concerns you face. We help you set your goals, protect and grow your assets, and identify and fund against specific risks to your livelihood and resources, both present and future.
Our interests are aligned with yours. Unlike many of the large financial services companies, we are truly independent in our analysis of solutions for our clients. We painstakingly analyze insurance products to make sure they can meet their commitments. As an independent, fee-based asset management advisor, we screen the universe of investment opportunities for those that most fit our clients’ individual needs.
Our professional team is our chief asset. As tax laws and market conditions constantly change and evolve, our tested advisors respond with product and strategy innovations that enable you to keep pace.
We enjoy premier relationships with many of our industry’s most highly regarded product providers, such as Chubb, Fidelity Investments, Charles Schwab, Russell Investment Group, Dimensional Fund Advisors, and our partner carriers (New York Life, John Hancock, ING, Lincoln, Pacific Life, Prudential and others). These relationships give Kibble & Prentice clients access to unique products and preferred pricing with a wide range of the nation’s top insurers and investment management firms.
Regionally based, relationship-minded and service-oriented — we’re focused on you. As a Kibble & Prentice client, you’ll participate fully in the planning and decision-making process. You’ll control your planning decisions, backed by the advice and support of our team of dedicated professionals.