Krim Associates is committed to providing you with the experience and advice needed to help you prepare for and maintain a sound financial future. In today's world, obtaining investment information is easy. Choosing the actual investments that are right for you is much more difficult. We help you identify your investment objectives, determine your risk tolerance and analyze your current investment portfolio. With that information, we determine the asset allocation strategy that's right for you, and based on your own preferences, we recommend specific investment products to fund your strategy.
Because we have helped develop your financial plan, we are in a unique position to identify the investment products to advance your goals. We know your reasons for investing and we know your comfort level with risks. We help you determine the advantages of tax free income to tax deferred accumulation. We believe it is important to monitor your portfolio on a full time basis to be sure your situation is well positioned in terms of the world's financial markets and the economy in general. As part of your advisor team, Krim Associates will be working for you for years to come to be sure that what we have built together continues to meet your objectives. In addition, we recommend the use of professional money managers who can dedicate the time and resources we feel are needed to properly manage your investments. We offer various alternatives in professional money management. They include asset management programs and mutual funds*. Our objective is to provide you with the greatest flexibility in selecting the management style that reflects your investment goals and product preferences. We have access to professionals with top credentials, employed by well-established firms with resources to keep abreast of all aspects of the complex issues which impact investments. We recommend individuals and firms with proven track records and strict due diligence who share our philosophy of quality service.
*Mutual funds are sold by prospectus only. You should consider the risks, charges, and expenses before investing in a mutual fund. The prospectus contains this and other information about the fund and you can obtain a prospectus from your financial advisor. Read the prospectus carefully before you invest.