There’s no point in having financial advisors if they can’t give you an advantage in the marketplace. At The Kentor Company, we offer our clients quite a few.
One, through our affiliations with some of the most prestigious firms on Wall Street, we have access to a wealth of analytical data and performance evaluations. Among other things, we use this information to help us select expert independent money managers to oversee our clients’ investment portfolios. We use only those managers who have been thoroughly scrutinized and are among the very best in their sectors.
Two, The Kentor Company is a Member Firm of M Financial Group. The client base of M Member Firms represents extraordinary premium volume, mortality, and persistency trends, as well as exceptionally high average policy face amounts. This, coupled with M’s buying power translates into the ability to work closely with major insurance carriers and product manufacturers to create innovative and proprietary products designed for wealth preservation and executive benefits programs. As a result, we’re able to provide our clients with insurance products, many of which are proprietary.
Three, we’re well-versed in several areas that are terra incognita to many investment counselors – estate planning, charitable giving and accounting principles. This knowledge enables us to be much more creative, not to mention effective, in devising comprehensive financial strategies for our clients
In sum, we know our stuff, and we affiliate ourselves with other people who know their stuff. Makes sense to us.