Koenig Investment Advisory has produced consistent performance as a result of implementation of our investment process. Our goal is to maximize returns for the risk each client is willing to take. We report performance in easy to understand quarterly reports that include dollars, percentages, and relation to industry benchmarks.
All clients have the right to know how their portfolio is performing. Many firms avoid providing this information. Therefore, we make it easy for clients to access their accounts and performance at any time from the KIA website and send quarterly statements by mail.
We actively manage all portfolio holdings, making shifts and changes incrementally based on market activity. Each day we follow stock and mutual fund holdings through research and analysis, identify low risk plays, and inform clients of the rationale for our decisions.
KIA |
S&P 500 |
||
| Cumulative Return | Dec 2002 – Dec 2007 | 133% |
81% |
KIA |
S&P 500 |
|
2003 |
38.65% |
28.50% |
2004 |
15.02% |
10.74% |
2005 |
13.02% |
4.77% |
2006 |
13.68% |
15.64% |
2007 |
13.48% |
5.40% |
Disclosure Statement
Performance calculation is calculated on long-term client portfolios with minimum $100,000 and full equity positions (no income orientation included), managed by Greg Koenig from December 31, 2002 to December 31, 2007. Results are time-weighted rates of return net of management fees. More income oriented portfolios have been managed more conservatively and have not performed at the same levels as long-term portfolios focused fully on equity positions. Past performance does not guarantee future results.