• What We Believe

    What We Believe

    The greatest asset of all is more time to spend in your own way with complete peace of mind.

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Our Values

We left Wall Street for many reasons that we share candidly with any prospective client. We opened our own firm for one simple reason – to share with our family of clients exactly what we do with our own money and exactly how we do it. If they choose to hire us to do the same for themselves then we form a true team. We quite literally eat in our own kitchen every day.

We constructed our own building on our own dirt. Our firm is 100% family owned and operated. We are not part of any bank or brokerage, nor do we have any private equity or outside investors. The only debt (and it’s truly outstanding) on the business is that of gratitude we owe to our clients. We waited to find a location less than ten minutes away from our Memorial homes to complete our favorite trade of all – a very short commute to get home to our biggest inspirations of all – our wives and seven kids. The ends of our days unite us as much as our early huddles over a planning session. We are aligned by the same belief system, set of personal values, and the desire to enjoy each family moment.

Our stated ultimate goal is: never to finish.

Click below through K&C’s Belief Systems

  • #1: We Believe...

    #1: We Believe...

    In only investing money for others if we have done the exact same for ourselves.

  • #2: We Believe...

    #2: We Believe...

    More powerful than any law or regulation is a simple desire to do the right thing.

  • #3: We Believe...

    #3: We Believe...

    As investors, it pays more to be relentlessly curious than ever convinced, and life is more interesting that way as well.

  • #4: We Believe...

    #4: We Believe...

    Trading expectations for appreciation is transformative.

  • #5: We Believe...

    #5: We Believe...

    If you cannot explain an investment to your spouse it should not be in your house.

  • #6: We Believe...

    #6: We Believe...

    In the digital age, authenticity is the new currency.

  • #7: We Believe...

    #7: We Believe...

    Information is not knowledge. Knowledge is only potential. Mastery comes from execution.

  • #8: We Believe...

    #8: We Believe...

    Discipline gives birth to creativity.

  • #9: We Believe...

    #9: We Believe...

    Peace of mind can only come from knowing your income streams will last longer than you.

  • #10: We Believe...

    #10: We Believe...

    If you understand the how and what of a retirement income plan, then you can focus on the WHY which can be everlasting.

  • #11: We Believe...

    #11: We Believe...

    In measuring progress of a plan rather than being bullish or bearish.

  • #12: We Believe...lieve...

    #12: We Believe...lieve...

    Good planning and hard work will lead to prosperity, but hasty shortcuts lead to poverty. Proverbs 21:5 (Yes, we are Believers.)

  • #13: We Believe...

    #13: We Believe...

    The greatest asset of all is more time to spend in your own way with complete peace of mind.

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