(832) 428-8965

1428 W Alabama St
Houston, TX 77006

Regular Hours
Mon - Fri | 8:30 am - 3:00 pm
Sat - Sun | Closed

Informations
The advisor listed is an Ameriprise financial advisor in Houston. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Managing Assets with a Core-Satellite Philosophy A goal/objective-based advisory relationship helps set Kurka & Vanover apart. After determining what is important to the client, the practice helps identify and prioritize financial goals, and constructs a portfolio designed to meet those objectives. “Over the years we have refined a unique core-satellite approach to asset management,” says Vanover. “It allows us to maintain a ‘core’ portfolio, based heavily in traditional fixed and income-generating asset such as a diverse array of bonds, preferred stock, dividend paying stocks, exchange traded funds and cash alternatives. Depending on one’s financial profile, and the goals and objectives identified, we then introduce ‘satellite’ asset classes to reduce correlation. We attempt to identify alternative assets that have the potential to produce positive results while lowering overall portfolio risk. A client’s goals and objectives, along with the progress made towards them, are regularly reviewed on an ongoing basis.” The mission of Kurka & Vanover is simple: to help clients—and their families— plan to reach their financial dreams through a commitment to personal responsibility, practical optimism, integrity and cooperative teamwork. “We are honored to have the opportunity to be involved in the personal and financial lives of our clients,” says Kurka.
Services/Products
Estate Planning Strategies
Tax Planning Strategies
Wealth Preservation Strategies
Categories
Financial Planners Financial Services Financial Planning Consultants Financing Consultants Investment Securities
Social Links
Email: [email protected]
Site: http://www.ameripriseadvisors.com/team/kurka-vanover/
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