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Kibble & Prentice assists high net worth individuals, families, businesses, and not for profit organizations with unbiased, independent investment consulting that seeks to maximize portfolio returns while minimizing risk. We provide private asset management services primarily using globally diversified, low cost, tax efficient investment vehicles and today we manage over $2 billion dollars in client assets that we invest globally. To learn more, click here.
Whether you are building or preserving wealth, we recognize the importance of having an advisor who is knowledgeable, experienced and above all, objective. Kibble & Prentice receives no compensation of any kind from the investment vehicles or services we recommend to our clients. This unbiased, objective point of view makes us unique to many of our competitors. We do not offer any proprietary investment products, nor do we accept commissions or fee sharing arrangements from mutual funds or investment managers. Our sole incentive is to help our clients with their goals and objectives, not ours.
Our network of relationships works to the advantage of our clients, who can access investments through Kibble & Prentice that are typically not available to the general public. These products include the highly regarded Dimensional Fund Advisors (DFA) family of mutual funds, and for qualified investors we also provide access to alternative investment opportunities that cannot be purchased through banks, brokerages, and/or trust companies.
Not only are our advisory fees typically less than those of banks, brokerages, and trust companies, but the investment vehicles we typically use also save our clients an additional level of costs that many pay without even knowing it.
Our investment team — seasoned professionals with decades of experience in evaluating investment risk — select investments and create long term asset allocation strategies for clients that seek to maximize client returns. However, risks must also be assessed and considered. By using sophisticated, thorough, and comprehensive strategies that have been tested over long periods of time, our strategies have historically provided investors with increased long term returns with less volatility.
To assist your tax and legal professionals, we provide consolidated reporting for our clients and their financial advisors. These reports analyze and report portfolio performance for accounts managed at Kibble & Prentice as well as for accounts and assets held elsewhere.
In a world where meticulous attention to detail and great service are hard to come by, Kibble & Prentice advisors commit to uncustomary levels of attention and customer service. Our clients often have multiple roles — investor, business owner, creator of an estate, trust or foundation — and time is often in short supply: our goal is to bring clarity, convenience, and peace of mind to your complex investment challenges while saving you time through exceptional service delivery.