Your relationship with Kimball Capital Management begins with an in-depth conversation about your financial situation and gaining a complete understanding of your long term goals and objectives. As part of the process, we will help you to develop a long term financial plan customized for your individual situation. We will assess your needs, objectives, and risk tolerance, and create your Investment Policy Statement, your investment blueprint.
The next step is to determine your optimal asset allocation and to construct an investment portfolio that will provide you with competitive long term returns in accordance with your risk profile. As we move forward with your relationship, we will continually monitor your wealth management strategy and make necessary changes based on your situation while taking into account current financial market conditions.