The essence of our Private Client Service model centres on a strategic capital allocation relationship with our clients.  Our goal is to exceed the risk-adjusted objectives of our clients.

We assist our clients in defining success, paying particular attention to risk tolerance and time horizon. We then develop an investment policy that is designed to achieve their long-term financial objectives.  Once we have established a client’s investment policy we then assume responsibility for exceeding their risk-adjusted objectives as we allocate their capital across our core and focused investment strategies.

We believe that ongoing communication plays a crucial role in helping a client achieve their long-term objectives.  With that we offer our clients the highest standard of personalized service by communicating efficiently, effectively and transparently.  As a client of KJH you will receive the following as part of our communication program:

• Strategic financial plan. We offer our clients a detailed financial plan that acts as a strategic roadmap.
• Monthly client luncheons. Every month we invite all of our clients to our offices for lunch. These luncheons provide our clients with direct access to the KJH Investment Team.  Typically our Investment Team makes a presentation that outlines our core positions as well as our views on the markets and the economy.
• Webcasts/conference calls. Periodically we hold webcasts or conference calls so that clients who are unable to attend our monthly client luncheons can hear directly from the KJH Investment Team.
• Monthly client letters. Every month we send our clients a letter that discusses our core positions as well as our views on the markets and the economy.  Prospective clients are welcome to look at nine years of past client letters to get to know us quickly.
• Quarterly performance package.  Every quarter we provide our clients with a detailed performance report.
• Wealth, Health & Kids. Every quarter we send our clients a thoughtful article on a relevant issue that impacts wealth. These articles are designed to elicit specific actionable items that could be integral to financial well-being.
• Customized tax package. Every year we provide our clients and their tax advisors with a consolidated tax package. 

In addition to providing sound counsel around capital allocation, we are committed to enhancing the financial well-being of our clients by providing proactive advice on the associated complexities of wealth management, including strategic philanthropy, corporate governance, private company investing, estate planning and insurance. With a limited number of families as clients and the broad skill base of our Principals we are able to deeply understand their strategic challenges and provide the personal attention required to ensure that our planning results are both relevant and consistent with our clients' long-term objectives.