Koenig Investment Advisory provides a variety of investment-related services to our clients including:
- Investment review and counseling
- Financial and investment planning
- Custom retirement and distribution planning
- College education planning
- Investment performance calculation and reporting
- Estate trust planning
KIA uses a variety of investment products and services for our clients:
- Mutual Fund investments
- Individual stock investments
- Exchange Traded Funds (ETF’s)
- Master Limited Partnerships
- Individual bonds
National Financial Services, a wholly owned subsidiary of Fidelity Investments acts as custodian for all of our clients’ assets. NFS will execute the trades and prepare monthly statements to be sent to each client. KIA concentrates on providing the best advice possible and will provide customized quarterly statements focusing on the performance of each client portfolio compared to industry benchmarks.