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Our investment management process operates on an open platform that provides the opportunity to find top-rated, no-load, low-cost diversified investment vehicles to address the current market environment.
Our expertise is to simplify complex issues and to take a disciplined approach to portfolio management by implementing strategic and efficient asset allocations.
Asset Allocation is an investment strategy that involves dividing an investment portfolio among different asset categories (such as stocks, bonds, cash and alternative investments) in an effort to balance risk and reward.
Approximately 90% of your portfolio volatility comes from your asset allocation. By taking into consideration an investor’s goals, risk tolerance, investment time horizon we can help assemble an appropriate investment strategy designed to maximize risk-adjusted returns.
While asset allocation does not guarantee a profit or a protection against loss,it is a method used to help manage investment risk and is an important first step in choosing an appropriate investment strategy.
We view our initial meetings with you as the most important step in our process. Every piece of advice we provide is predicated upon our ability to understand and connect with you.
Our motto is to choose the investments last. We are advisors, not sales people. This means that we don’t presuppose any investments will be appropriate until we understand your risk tolerance and investment objectives. By utilizing this top-down approach, we are able to build a portfolio that is aligned with your unique investor profile and designed specifically for you.
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Securities offered through TD Ameritrade Institutional. Advisory services offered through TWIG Asset Management, LLC DBA Kaivos Capital a registered investment advisor. Check the background of this firm on https://brokercheck.finra.org/. All information provided is for educational purposes only. The material contained herein does not constitute an offer to sell and is not an offer to buy real estate or securities. Such offers are made only by a sponsor’s memorandum, which is always controlling and available to accredited investors only. There are material risks associated with the ownership of real estate, including but not limited to, tenant vacancies, loss of entire principal amount invested, and that potential cash flows, returns, and appreciation are not guaranteed. Past pricing structures may not be indicative of future pricing and may not result in positive returns.
A REIT is a security that sells like a stock on the major exchanges and invests in real estate directly, either through properties or mortgages. REITs receive special tax considerations and typically offer investors high yields, as well as a highly liquid method of investing in real estate. There are risks associated with these types of investments and include but are not limited to the following: Typically no secondary market exists for the security listed above. Potential difficulty discerning between routine interest payments and principal repayment. Redemption price of a REIT may be worth more or less than the original price paid. Value of the shares in the trust will fluctuate with the portfolio of underlying real estate. Involves risks such as refinancing in the real estate industry, interest rates, availability of mortgage funds, operating expenses, cost of insurance, lease terminations, potential economic and regulatory changes. This is neither an offer to sell nor a solicitation or an offer to buy the securities described herein. The offering is made only by the Prospectus.
Kaivos Capital Advisors does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Joshua McKinley at [email protected].
