Investments
At Kansas City Private Wealth Management, we believe in a "NO CONFLICT" policy when it comes to the investments we choose for your portfolio. We do not receive additional compensation for any of the investment choices we make.
We customize your portfolio based on your overall objectives. The strategies we employ are driven solely on
what we believe will have the best probability of success or what we believe adds more value to our clients’ over the long term.
Our strategies utilize the following:
- Mutual Funds (typically Institutional Share Class)
- Exchange Traded Funds
- Closed End Funds
- Individual Stocks
- Individual Bonds
- Money Market Funds
 
						FIXED INCOME STRATEGIES
 
						TOTAL RETURN STRATEGIES
 
						EQUITY INVESTMENT STRATEGIES
 
						CORE-SATELLITE STRATEGIES
 
						GLOBAL MACRO STRATEGY
 
						WEALTH MANAGEMENT STRATEGY "FOUR LEGS"
 
						OPTION STRATEGIES
 
						GLOBAL INDEX STRATEGIES

