Quarterly Private Client Newsletter: August 2012

I am delighted to attach below the link to our latest Private Client Newsletter, inspired by those wonderful men and women of Team GB.  We hope it makes up for those, like us, suffering from the post-Olympic blues.

 

August 2012 KBWM Private Client Newsletter (requires Adobe Reader)

As we explain, we hope that a bit of Olympic inspiration might help you achieve your long-term goals. As Team GB has adequately demonstrated, there really is no excuse for not planning big.

Furthermore, we also include an analysis of Kennedy Black Wealth Management’s risk-rated portfolio performance compared to our peers (be that multi-manager funds, other advisers or discretionary fund managers). In the interests of transparency, this is something we intend to update on a regular basis.

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