What Sets Ken Stern & Associates Apart From the Rest?

  1. 01

    We have a singular mission:

    To provide the highest quality asset management with consideration to financial, tax and estate planning, at the greatest savings to our clients.

  2. 02

    We have a unique strategic focus:

    We look to become the quarterback on our client’s team. Our integrated financial management brings together tax, estate and investment professionals to help ensure you are planned, organized and protected from all angles.

  3. 03

    We have a commitment to innovation & results:

    Our in-house money management allows us to craft custom portfolios through comprehensive fundamental analysis, quantitative screening and technical evaluation. KS&A seeks the road less traveled in search of alpha and superior risk adjusted returns.

Our team-based approach is designed to provide a myriad of financial resources at one center, including personalized investment strategies, intensive market evaluations from our in-house analysts, and comprehensive financial and investment planning services with consideration to asset protection, estate, retirement, and tax issues.

The Team

Each member of our team is committed to your wealth management goals. If you would like assistance with your future investment plans,management of your stock portfolio, or a cash flow analysis, a financial consultant from our headquarters in San Diego can help. To speak with a representative of our team, contact Ken Stern & Associates today.

Disclosure:

Alpha definition:

Alpha, often considered the active return on an investment, gauges the performance of an investment against a market index used as a benchmark, since they are often considered to represent the market’s movement as a whole. The excess returns of a fund relative to the return of a benchmark index is the fund’s alpha. (Source: Investopedia)

Risk Adjusted Return definition:

Risk-adjusted return refines an investment’s return by measuring how much risk is involved in producing that return, which is generally expressed as a number or rating. Risk-adjusted returns are applied to individual securities, investment funds and portfolios. (Source: Investopedia)

Your Money Score

5 minutes is all it takes to measure your financial strengths and weaknesses, with more importantly, a path for improvement.

Ken Stern & Associates (“KS&A”) is an SEC Registered Investment Adviser. However, such registration does not imply a certain level of skill or training and no inference to the contrary should be made.Asset Planning Solutions is a Licensed Insurance Agency CA Insurance # OB95262

KS&A and its employees are not tax professionals, information provided in this publication is not to be considered tax advice.
KS&A recommends that you consult a tax or an estate planning professional if you feel that these services are necessary for your situation. Information provided reflects the views of KS&A as of the date of this presentation. Such views are subject to change at any point without notice. KS&A obtained the information provided herein from third party sources believed to be reliable but it is not guaranteed. Information contained herein is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No investment decision should be made based solely on any information provided herein. KS&A has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is no assurance that any financial strategy will be profitable or successful in achieving your financial objectives. Investments in foreign securities may be affected by currency fluctuations, differences in accounting standards and political instability. These risks are more significant in emerging markets (or concentrations within a single country) and are subject to greater risk of loss and volatility and may not be suitable for all investors. Past performance is no guarantee of future returns.
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