Rob and Andrew are licensed as discretionary Portfolio Managers. Our Advisor Managed model portfolios provide access to ongoing, professional investment management and a holistic suite of financial planning services while freeing you from the burden of day-to-day investment decisions. The team currently oversee two proprietary models, the multi-disciplinary Asset Allocation Portfolio and the sustainability focused Responsible Growth Portfolio. 

Asset Allocation Portfolio

Our Asset Allocation Portfolio is available only to clients of the Khare Czernik Group and has been providing steady returns and peace of mind since 2010. This model is best suited for fee conscious investors who require professional, discretionary investment management.

We are currently accepting new client enrollments in this portfolio. Contact us today.

Responsible Growth Portfolio

Our proprietary Responsible Growth Portfolio is available only to clients of the Khare Czernik Group. Designed for values-focused investors looking for sustainable investment solutions that align with their long-term goals and objectives, this portfolio provides exposure to a variety of Responsible Investment solutions with a focus on Environmental, Social and Governance (ESG) factor analysis that complements our rigorous traditional financial analysis process.

We are currently accepting new clients for enrollment in this portfolio. Contact us today.

If you would like to meet with us, or get more information, please do not hesitate to contact us.

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