Kampfen Investment Services specializes in assisting high net worth individuals with determining their investment goals and making recommendations for overall asset allocation. The firm maintains relationships with high performance money managers in the various asset categories, monitoring their performance on a quarterly basis. Only money managers that meet our criteria are given introduction to our clients.

The selection of money managers includes traditional private banks, money managers, as well as hedge funds managers and venture capital funds.

Our main objective is to offer our clients assistance with their overall asset allocation and to find, introduce and monitor highly regarded professionals in their respective fields. This objective is achieved by focusing on:

• Providing clients with a simple but workable Asset Allocation plan
• Introducing clients to domestic and international money managers
• Including hedge funds and venture capital investments in the plan
• Monitoring and reporting investments results on a quarterly basis