Kibble & Prentice creates sophisticated investment programs to meet the needs of investors with complex needs and high expectations. We provide truly individualized service that is unbiased and focused on advancing your interests. Today, we manage approximately $1 billion in client assets.
Kibble & Prentice works with individuals and families who require flexible and dynamic solutions to their investment needs. Whether you are building or preserving wealth, we recognize the importance of having an advisor who is knowledgeable, experienced and above all, objective.
Successful investing requires access to opportunities, balanced by the ability to understand, identify and manage risk. Our research-intensive investment process enables us to identify investment vehicles that we believe have strong performance potential, with the close scrutiny needed to control risk.
Kibble & Prentice monitors fund managers. We research a full range of investment products, recommending only a select group of top-tier managers for use in our clients’ portfolios. Our due diligence is painstaking, including both objective analysis and in-person interviews with portfolio managers. It is important to note that we don’t 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 pick the best possible investments for their portfolios.
Our network of relationships works to the advantage of our clients, who can access investments that are not generally available. These include highly regarded institutional managers and funds that may be closed to new individual investors. For qualified investors, we also provide access to alternative investment opportunities.
Based on our expertise in both asset management and insurance, it’s not surprising that a risk management discipline is at the root of our investment process. It starts with our investment team — seasoned professionals with decades of experience in evaluating investment risk.
But selecting investments is only the beginning of our oversight process. Each investment included in our clients’ portfolios is subject to careful monitoring on an ongoing basis. We scrutinize the composition of your portfolio — as well as the personnel, business practices and financial strength of each firm.
We provide consolidated reporting for our clients and their advisors. These reports analyze and report portfolio performance for accounts managed at Kibble & Prentice as well as for accounts and assets held elsewhere.
What can you expect from your Kibble & Prentice representative? Meticulous attention to detail and a commitment to helping you address your investment needs as they evolve over time. Our clients often have multiple roles — personal investor, business owner, creator of an estate, trust or foundation — that typically involve different investment objectives. Our goal is to bring clarity, transparency and peace of mind to your complex investment challenges.
Download the Asset Management Brochure