The focus of Kuhn Capital Partners is to deliver a truly diversified multi-asset class investment experience to individual clients. Our strategic, disciplined approach has provided investors the potential to achieve their long-term goals while controlling risk. With a focus on wealth creation, preservation and management, Kuhn Capital Partners serves financial advisors and their clients by providing high quality investment due diligence, asset allocation, portfolio construction and client communication services and access to quality alternatives to supplement the traditional stock/bonds and insurance instruments.
With a foundation in academic research, we regard the assets we manage as more than just shares in a portfolio. Our investors trust us with the savings, sacrifice, and their dreams; we take this responsibility seriously.
We believe the capital markets are highly efficient and have proven the test of time. However, we also believe that markets go up and they go down. Diversification and wealth preservation need to go beyond the traditional in today’s investment climate.
Letting markets do what they do best—drive information into prices—frees us to spend time where we believe we have an advantage, namely in how we interpret the research, how we design and manage portfolios, and how we service our clients. It means we take a less subjective, more systematic approach to investing—an approach we can implement consistently and investors can understand and stick with, even in challenging market environments.
Thoughtful asset allocation, manager selection, and portfolio construction are how we create wealth for our clients. Diversification is more than a theory; it’s the philosophy that helps us move beyond the average, it defines everything we do. Our portfolios are dynamic and include a mix of growth, stable, and diversifying assets, as well as a blend of both active and passive strategies.
Executive Vice President
New Client Specialist