Kunath Karren Rinne Atkin - Investment Counsel

We take a long-term approach to portfolio management, working in partnership with our clients to achieve their objectives. We are committed to producing exemplary results by selecting high quality securities, adhering to defined investment disciplines and managing risk in our clients' portfolios.

KEY ATTRIBUTES OF OUR
INVESTMENT MANAGEMENT APPROACH INCLUDE:

Assist in the construction of effective Investment Guidelines and, where
    necessary, help define and resolve estate issues.

Separately manage and custodian all portfolios.

Design multiple cash, stock, and bond strategies that work successfully

Build diversified, quality portfolios within client-driven guidelines.

Employ a team-driven investment process with a "lead" and "back-up"
    manager assigned to each client's portfolio.

Place emphasis on an independent research process, including meeting
    with key corporate management teams

Maintain a low client-to-manager ratio of 14 clients per manager with
    accounts ranging in size from $1 million to $154 million.

Focus on continuing to achieve superior returns within prescribed risk
    parameters.

Report to each client on a regular basis in a useful format.

Click below to learn more about the Principals

Principals

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