A sensible, proven approach:
protection, income, growth

Our overall investment strategy can be summarized in three steps, ranked by priority:

  1. Protect your capital. Most of our clients are either retired or close to it. Preservation of capital is paramount. You want to keep moving forward, and not worry about losing ground.
  2. Create income. Many of our clients are retired, and the majority of them live off the income stream created by their portfolios—so interest and dividends are important.
  3. Generate growth. Even if they’re retired, our clients like to see their portfolios grow over time. Although we focus foremost on safety and income, we also strive to obtain growth—steady, consistent growth in all investment climates.

When we build portfolios, we are extremely disciplined about concentrating on the long term. We favor deep value investing, good performance with reasonable costs, and as little risk as possible per unit of return. This overall emphasis on value has historically reduced the volatility of our portfolios, and it has helped shelter our clients from the worst events of recent years.

Does our approach align with your values? Give us a call or email to learn more:
(425) 453-6353, info@klevenscapital.com