Our Company
For over twenty-six years, Ken Boone has been serving clients in the beautiful Central Valley of California. During this time he was host of the radio program “Your Money Matters” on KPLA, as well as host of the TV show “The Financial Revue” on Post Newsweek Cable. Ken has also been a frequent lecturer for major corporations, such as PG&E, where he addresses the needs of pre-retirees regarding lump sum distributions from profit-sharing plans, 401(k) retirement plans and all other retirement-related issues. In 1999 Ken authored a book titled Asset Class Investing.
Ken specializes in providing comprehensive financial services and investment management to seniors on a fee-only basis. As a fee-based investment manager, Ken is able to focus on the optimum situation for each client individually and remain unswayed by commission-rewarded sales. The practice is proud of its commitment to developing long-term relationships and its ability to meet its clients’ unique financial needs.
Kenneth E. Boone Advisory Services provides state-of-the-art investment money management services. Ken’s investment philosophy is based upon the academic principles of Modern Portfolio Theory, which won the Nobel Prize in Economic Science in 1990. This methodology has changed the rules of prudent investing and concentrates on diversifying risk, and using asset classes whose prices move dissimilarly to each other. The result is effective diversification, designed to produce relatively consistent returns over time.
Kenneth E. Boone Advisory Services is committed to providing investment opportunities for the prudent investor, while striving to assure attainment of financial goals and objectives.
Kenneth E. Boone Advisory Services
provides intelligent investment opportunities and unique problem-solving skills
so you can enjoy financial security and of peace of mind.
PO Box 1283 Manteca, CA 95336 Phone: 209.239.0283 Fax: 209.239.0417
Email: marcy@kenboone.com
