EXPERIENCED PERSONNEL
LeAna O. Alvarado-Smith, Compliance Officer, has over 15 years of investment industry experience, ten of which have been with KKRA. She brings an exceptional understanding in operations, trading, portfolio administration and compliance.
Kathy Kuzeja, Senior Portfolio Administrator, holds primary responsibility for coordinating the administrative affairs of our clients’ portfolios and has been with the firm for over ten years.
Beth Keith, Portfolio Administrator, has been involved in the Seattle investment industry for over 22 years. Her experience in data analysis and reporting provides both insight and clarification for our clients.
Kara Buck, Client Relations, with over 10 years of investment industry experience, her knowledge of investment account procedures, reporting and relationship management provides our clients with exceptional personal assistance for their portfolio administrative needs.
As a KKRA client, you can expect:
- Emphasis placed on personalized service and timely communication, with an immediate response to all client questions and concerns.
- Development of comprehensive investment guidelines, including direct communication with your accountants, attorneys, or other advisors
- Detailed quarterly reporting, customized to suit your needs
- Dual check and balance accounting system
- Personal access to portfolio managers and client service personnel, with meetings held at your convenience
Exceptional Reporting
KKRA's Quarterly Reports are recognized for their quality and inclusiveness. Each client receives one or more copies of our report, which details the current portfolio structure, intra-quarter changes in positions, asset allocation guidelines and performance.
For those clients that do not have the time to monitor the financial markets, our report highlights the quarter just ending, discusses in some detail the stock and bond markets, and presents our thinking on a cogent investment topic.