Investment Product Recommendation Adapted to the Market Situation on a Monthly basis
First, we plan
Hello! As Kaizen advisors, we partner with you to build a comprehensive, personalized financial plan.
We know that every investor is an individual. So we partner with you to build a plan that fits your unique circumstances, taking into consideration your risk tolerance, investing timeline, and other key factors.
Your plan serves as a foundation, but it’s your ongoing partnership with us that helps keep you on track toward reaching your goals over time.
Next, we plan
Our partnership: Once you review and sign off on your plan, our job is to implement and maintain it. We’ll work with you to make adjustments as needed, and keep an eye out for opportunities.
We’ll also review your portfolio on a quarterly basis and rebalance as needed to help maximize your returns.
Think of a Kaizen advisor as a co-pilot, financial coach, or sounding board for big decisions: We’re always here to answer questions or talk things through.
Thoughtfully Design of Investment Portfolios
In portfolio construction, risk management, and trading, we seek additional value for our clients. Using both qualitative and quantitative tools, we’re meticulous in every detail of the investment process.
Next, we plan
Our advisors focus on the fundamentals: Balance your portfolio, minimize costs, consider taxes, and maintain discipline through market ups and downs. And we reinforce this strategy by using Kaizen’s unique methodology, which considers things like asset location, tax efficiency, and lifetime cash flows.
Next, we plan
Our state-of-the-art, proprietary simulation tool lets us stress-test your portfolio against thousands of hypothetical market scenarios. We run the numbers to help you plan ahead, be prepared, and feel confident about your financial future.
And we understand that there’s a life story behind all those numbers. So when circumstances change, or anytime you need a check-in, you’ll have access to a knowledgeable advisor who’s focused on helping you reach your goals.
Kaizen is a Global Investment Advisor dedicated to delivering results for our clients
At the nexus of economics, behavioral finance, data and technology, Kaizen’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights.
Annual fee schedule
FEE MANAGED ASSETS
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4% between 1% Up to $1 million
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1.00% Above $1 million to $3 million
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0.70% Above $3 million to $5 million
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0.40% Above $5 million to $10 million
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0.20% Above $10 million to $25 million
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0.10% $25 million and above
Fees are charged quarterly based on average assets at the end of each month, one month ahead of the calendar quarter (first quarter calculated on the basis of assets at the end of December, January and February)
Fees are calculated based on total assets (including cash). The fee for the asset amount held shall apply to total portfolio assets.
Summary fees
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The percentage for the agreement of assets under management.
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20% of positive returns.
Some Clients
Wealth Managers & Asset Managers:
Independent wealth managers, investment funds and hedge funds.
Pension Funds & Pension Plans:
Pension funds, municipal and professional pension funds and supplementary pension funds.
Banks:
Private banks, cooperative banking associations and savings banks.
Insurances:
Private and public insurance companies.
Family Offices:
Single-Family Offices and Multi-Family Offices.
Foundations & Non-profit Organizations:
Private and charitable foundations, foundation funds, non-profit organizations.