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Our Practice

Investment Philosophy

The Kindler Henrickson Group is diversified by our experiences but alike in our mission – to serve families as a trusted resource for financial advice. Our ability to build personal connections with our clients allows us to create organic plans that are matched against their personal benchmark rather than an industry benchmark or S&P, to determine how best to accomplish your goals. Our clients and their wellbeing truly matter to us and we are fixed on putting their interests first, always.

Creating the right financial plan and investment strategies for you begins with understanding who you are and what’s important to you. Far more than a simple Q&A, our process begins with truly getting to know you – your values, hopes and concerns. We will engage in a conversation about your current financial situation, your priorities, and your vision for the future. Equally important, this line of communication will remain open once we’ve built and implemented your comprehensive, personalized solutions so we can ensure they remain on track for the long term.

Process

Our approach to wealth management is designed to provide solutions and strategies specifically tailored to your goals, with ongoing advice and due diligence to help simplify your financial life:


  • First, we gather information about you to better understand your complete financial picture.

  • We then work with you to identify goals and objectives, prioritize them in terms of importance and timeframe, and determine the amount of risk you’re comfortable with.

  • Taking the above into consideration, we look for gaps and opportunities.

  • We draw on our own expertise and the considerable resources of Baird – including industry-leading equity research, top product selection specialists and leading experts in tax, retirement, insurance and estate planning – to evaluate your investment options.

  • We recommend a custom solution and, with your trust and confidence, implement it in accordance with the Investment Policy Guidelines you help us to set.

  • We consistently review your portfolio and measure performance as well as provide ongoing management and oversight in order to make adjustments as changes occur in the markets and to help keep your investments aligned with your plans as your personal situation evolves.

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