What Makes Us Different?
After witnessing the lackluster performance most retail investors experienced during the 2002 and 2008 market crashes, we knew something had to change.
Individual investors lost 50% of their account values, despite working with some of the most established firms on Wall Street.
Yet, company pensions, university endowments, and charitable foundations were able to achieve dramatically improved results during that same time period.
Therefore, we began the process to make these same INSTITUTIONAL STRATEGIES available to individuals and families.
Strategies that enabled many institutional and ultra wealthy investors to bypass much of the major market declines in 2002, 2008 and of course 2020 during COVID.
Now it’s your turn.
The Kinney Wealth Difference.
Kinney Wealth has been carefully structured as one of the few retail access points – serving as a portal for our clients to gain access to the institutional side of the business.
What does this mean for you?
For starters, we employ advanced Quantitative tactical strategies that are traditionally reserved for large institutions and the ultra-wealthy.
However, due to refinements in technology, we’re now able to provide individuals and families with direct access to these Quantitative strategies, through some of the most established and respected firms in the industry.
Our top three institutional managers collectively advise over $3 Trillion in assets, and our custodial trust firm – where your account would be established – currently oversees $9 Trillion in client assets. (as of 2024)
So your hard earned dollars would certainly be in good hands.
Once Established As Our Client…That’s Just The Beginning.
After implementing one of our institutional quantitative strategies designed to grow and protect your wealth, we then help you to implement your INCOME and LEGACY plans if desired.
Your new plan will help you to grow, protect, and generate income, while also working to preserve your assets for your loved ones.
Best of all…we’ll handle all the details – now and in the years to come – ensuring a stress free and enjoyable retirement.
You’re now able to log in and confirm the status of your account with us, day or night, from anywhere in the world.
As a result, while we’re a Boston-based firm, we’re able to provide this unique service to clients NATIONWIDE.
Why Work With Us…VIRTUALLY?
For Many, It Boils Down To Four Words…Privacy, Access, Income & Legacy.
Privacy: Maintaining confidentiality about your financial condition is paramount. As such, many feel uncomfortable sharing this intimate information with locally embedded advisors. They simply do not want those in their community “knowing their business”.
Access: We serve as an exclusive portal to the institutional side of the investing world for our clients. Specifically, they enjoy unique access to tactical quantitative strategies traditionally reserved for large corporate and philanthropic organizations. Something typically unavailable to individuals through traditional retail firms.
Income: Once we’ve determined your annual retirement income needs, we then create an income plan. One that will support your annual consumption needs throughout your retirement – no matter how long that may be – in a sustainable, repeatable and verifiable manner, regardless of economic or geopolitical uncertainties. While most entering retirement have some type of retail investment portfolio, very few have a definitive retirement income plan.
Legacy: In addition to helping you grow, protect, and generate sustainable income from your collective assets, we’ll also help you to grow and protect your legacy as well.
No traffic, no parking fees, no limitations because of location, and should you move, you can retain your VIRTUAL advisor and avoid the hassles of finding a new one.
Aligning with us virtually resolved ALL of the above issues in a manner many found unattainable through a locally embedded advisor.
IN FACT…
A recent McKinsey report stipulated that approximately 50% of investors that changed their wealth management firm chose to work with a VIRTUAL advisor. *
SPECIFICALLY…
59% of retirement investors between the ages of 59 – 69 expressed a high level of comfort with utilizing a VIRTUAL advisor.*
*The Virtual Financial Advisor: Delivering Personalized Advice in the Digital Age
Improved efficiencies in technology combined with advanced encryption at our institutional custodial firm, enable us to implement and service your most advanced financial objectives efficiently… and discretely.
The Institutional Difference…Through Kinney Wealth.
Here’s How It Works…
- Entering The Market: When the markets display a positive trend, our large institutional tactical managers invest your portfolio to take advantage of gains. This is not about timing the market, but rather about recognizing and participating in established upswings.
- Exiting The Market: When a negative trend has been established, our institutional quantitative managers will reduce your risk by shifting your investments to safer, less volatile assets like short term bonds. This is less about predicting the market’s movements, and more about intelligently reacting to current data patterns.
- Analyzing Data Patterns: While no strategy is perfect, those we employ are backed by extensive quantitative analysis, enabling our team of managers to make well advised decisions as market conditions change.
- Reduce Exposure To Market Volatility: “Smoothing out the ride” enables you to relax and enjoy your retirement.
This process allows you to minimize risk, capture quality returns & generate income, while also helping to preserve assets for your loved ones – all in a manner typically unavailable through traditional retail firms.
A WORD OF CAUTION:
OUR OFFERINGS ARE NOT WIDELY AVAILABLE
Yet some have told us their previous advisors indicated they could duplicate our strategies with something similar.
However after implementation, clients found this NOT to be the case.
As a result, they ultimately brought their accounts to us.
Allow us to help you avoid that middle step.
No confusing jargon. No generic strategies. No hype.
Just a retirement plan designed for you, offering the kind of financial security you’ve been looking for…but didn’t think was possible.