KDB Asset Management, LLC is an independent registered investment advisory firm located in New York City that specializes in the unique needs of high net worth individuals, families, and small businesses. KDB helps clients create an investment strategy, choose the appropriate products, and monitor financial performance. Working on a fee-based arrangement, KDB avoids the conflicts of interests that affect many financial institutions.
- KDB prepares a full investor profile in order to understand the needs and risk tolerance of each client before designing an appropriate investment plan. The plan will be tailored to meet goals ranging from capital preservation to growth and income.
- KDB offers clients two types of managed accounts: discretionary and non-discretionary. With both options, the client pays a quarterly investment management fee, which is calculated as a percentage of assets under management.
- According to several reports, retirement savings in America have dropped to new lows over the past few years, while at the same time the cost of living and life expectancy have clocked in a steady increase.
- KDB’s Portfolio Check-Up service is perfect for those clients who rarely make changes to their investments. Our professionals will analyze all your current investments including IRAs, 401K allocations, and personal accounts.