Asset Management

Asset Management

At KilterHowling, Asset Management is the heart of what we do.

Our strategies are consolidated into three offerings:  Global Growth, Capital Preservation and Value Strategy portfolios. We combine these strategies to meet each client’s unique risk-based needs in transparent and liquid portfolios.

We use a combination of mutual funds and individual securities to implement these strategies.

On the fund side, we like independent and objective managers with a proven track record and broad investment mandates.  All of these things indicate a high probability of performing well in the future.

On the individual security side, experience tells us that buying stocks at a discount to intrinsic value provides a margin of safety and a unique risk-adjusted return profile over time.

Quality asset management combined with financial planning is the key to your long term financial future.