Kenneth E. Boone Advisory Services

           Welcome to Kenneth E. Boone Advisory Services


AN INTRODUCTION TO OUR FIRM

Kenneth E. Boone Advisory Services is a pioneer in investment advisor services. As the world becomes more complex, our strategy is simple and straightforward. We believe that the financial markets are relatively efficient, and that spending a lot of time and money searching for a superior return is counter-productive. By diversifying your portfolio into low cost market matching index funds and/or asset class funds , you have a much higher probability of meeting your long-term wealth building goals. Our mission is to create and maintain individual portfolios of low risk, low cost, tax-efficient securities that help you achieve your financial objectives.

 

There are many valid reasons and motivations to choose an investment advisor. People choose Kenneth E. Boone Advisory Services because of our professionalism as well as our reputation for integrity and honesty. They stay with us because of our service and attention to detail.

When it comes to money management, our philosophy can be stated simply and directly: We take a common sense "buy and hold" strategy. And when it comes to investments, we emphasize institutional asset class no-load mutual funds.

Our firm`s mission from the beginning has been to establish a fee-based investment advisory service devoted to working in the best interest of the client. We believe this is superior to the transaction-driven approach taken by Wall Street brokerage firms.

 

Kenneth E. Boone Advisory Services is strictly a fee-based advisory service. We believe in keeping your investment costs low, beginning with our own fee. The management expense is universal across all asset classes, so there are no conflicts of interest in the investments we recommend.

           

                                           

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1317 Oakdale Rd,  Suite 420
Modesto,  CA 95355
Tel: (209) 575-2322   Fax: (209) 575-2337
E-mail: marcy@kenboone.com