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:
1. 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.
2. 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.
3. Fees are fully disclosed.
4. We are fee based (as opposed to transactional) - we believe this compensation model fully aligns client and advisor goals.
5. We distill everything into a clean, one-page summary that you can take home and reference at any time.
6. We meet our clients face-to-face minimum on an annual or semi-annual basis, our meeting schedule is determined by you.
7. We are available to take a phone call at any time during business hours.
8. We are available for meeting requests outside of your review schedule at any time.
* As of June 30th, 2025
