VIEW TABLE OF CONTENTS
ASSET MANAGERS New Product Development
KESTRA INVESTMENT MANAGEMENT
Model Portfolio Series
Kestra Investment Management (KIM) launched its first multi-manager model portfolios in April 2022. The portfolios combine diversified asset allocation best practices with macro views on capital markets and the economy. KIM’s model portfolios are built on an open architecture platform and incorporate ETFs and mutual funds offered by various third-party managers, which the team selects through an extensive due-diligence process. Following a disciplined process grounded in
fundamental and quantitative research, we subject our assumptions to constant testing and reevaluation to help ensure we meet each client’s unique needs. Exclusively available to clients of advisors within Kestra Holdings’ subsidiaries, our portfolios are structured to maximize opportunities for clients, providing various options based on risk preference, desire for growth, and tax sensitivity.
Kestra Investment Management provides its affiliated investment professionals with timely economic and market insights, comprehensive investment solutions, and sophisticated analysis and support. We are dedicated investment professionals with over a century of combined experience managing assets for some of the industry’s most respected firms. Our cost-effective approach focuses on the needs of independent financial professionals and couples extensive investment expertise with portfolio solutions that are flexible and easy to use. This creates efficiency for our advisors as entrepreneurs and deepens their investment capabilities.
www.kestraim.com
37
WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook