Klevens Capital Management, Inc.

Description

• When clients come to us, theyre often intimidated by the world of finance and investment. One of our top goals is to demystify some of the potentially confusing concepts and terminologybecause we want our clients to feel confident about whats really a very important part of their lives. Protection. Income. Growth Our overall investment strategy can be summarized in three steps, ranked by priority: 1.Protect your capital. Most of our clients are either retired or close to it. Preservation of capital is paramount. You want to keep moving forward, and not worry about losing ground. 2.Create income. Many of our clients are retired, and the majority of them live off the income stream created by their portfoliosso interest and dividends are important. 3.Generate growth. Even if theyre retired, our clients like to see their portfolios grow over time. Although we focus foremost on safety and income, we also strive to obtain growthsteady, consistent growth in all investment climates. When we build portfolios, we are extremely disciplined about concentrating on the long term. We favor deep value investing, good performance with reasonable costs, and as little risk as possible per unit of return. This overall emphasis on value has historically reduced the volatility of our portfolios, and it has helped shelter our clients from the worst events of recent years.
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  Headquarters:500 108th Avenue Northeast Suite 765, Bellevue, Washington, United States

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  Phone Number: +1 425-453-6353

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  Website: https://www.klevenscapitalmanagement.com

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  Employees:2

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  Revenue:$0 - 1M

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  Legal Name:Klevens Capital Management, Inc.

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• |  NAICS Code: 523930  |

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