Model Portfolio:
The Kirkby Group runs a model portfolio that has been tracked and analyzed as an ongoing benchmark of portfolio performance since 2003. It provides real life, long-term data under actual market conditions. By using this model portfolio, we are better able to provide accountability for the long-term achievement of our clients’ investment objectives. Clients' return objectives are determined by their asset allocation which are based upon their individual risk tolerance.
We have an in-depth presentation called "Processes and Principles" for any client interested in thoroughly understanding how and why we manage investments and make decisions. We currently manage over $600 million* in assets.
Investing is personal.
Our relationships with our clients are built on trust and we want you to feel confident and secure in every decision you make.
How we stay transparent:
- We establish a customized benchmark for your portfolio performance right from the beginning, so you always know what we're working toward and how we're measuring up to what we said we'd achieve.
- We break down your personal performance clearly by showing annual returns, 1-10 year compound returns and exact dollar figures - how much you started with, what you've contributed or drawn out and how much you've earned.
- Fees are fully disclosed.
- We are fee based (as opposed to transactional) - we believe this compensation model fully aligns client and advisor goals.
- We distill everything into a clean, one-page summary that you can take home and reference at any time.
- We meet our clients face-to-face minimum on an annual or semi-annual basis, our meeting schedule is determined by you.
- We are available to take a phone call at any time during business hours.
- We are available for meeting requests outside of your review schedule at any time.
* As of June 30th, 2025
