Kenwood Properties - Exceptional Resort Homes Worldwide

Building and maintaining an investment portfolio involves critical decisions which should never be made lightly. As a private investment firm, T.B.K. does not act as a financial planner or investment advisor to the general public. However, the principles we employ on behalf of our clients can serve as a good guideline for developing a winning investment strategy. We hope this brief introduction to T.B.K. will tell you a little more about us while helping you develop a winning investment philosophy

Many large investment firms feature a frequently changing cast of characters.
Investment advisors, portfolio managers, and administrators come and go. At T.B.K. we believe the people you place your trust (and your hard earned money) with in the first place should be the ones in charge of your portfolio. As a private firm, all of our accounts are personally managed by the founder and president, H. Robb Levinsky. Assisted by a small core of capable support staff, Robb takes charge of every investment decision made on behalf of our clients. The best money managers would rather devote themselves to building and maintaining solid, mutually productive long-term relationships with a few select clients than to marketing their services. A focus on managing money instead of seeking new business leaves more time to concentrate on fundamental research.

A diversified portfolio of investments can reduce short-term fluctuation and limit overall risk. An excellent way to invest in stocks and bonds is through quality mutual funds and/or Exchange Traded Funds with low expense ratios and proven long-term track records. The best mutual funds offer expert management and extensive research capabilities beyond the reach of the vast majority of individual investors. By utilizing a core holding of carefully researched and actively monitored mutual funds combined with a select group of individual stocks, real estate, and alternative investments, an investor can maximize the potential returns while limiting risk through true diversification.

In our experience, successful investors rarely run with the crowd in what they do or how they do it. A contrarian approach to investments means that when others are chasing the latest hot sector (often paying a huge premium for questionable stocks in the process), those with the courage of their convictions are looking for solid, profitable companies with strong fundamentals and real long-term value that are often ignored or out of fashion at the time. We think it makes more sense to sell at inflated prices when everyone is climbing aboard, and wait for more opportune moments to buy. Ignoring short-term hype and having the courage of your convictions produces the kind of long-term results investors are looking for.

Many advisors are quick to suggest investments that result in generous commissions, but ask them how much of their own money is invested in what they are selling and you’ll probably get silence as a reply. It’s our philosophy that people who believe in what they are selling should put their money where their mouth is and invest in what they recommend to their clients. A good advisor who is compensated on an hourly basis, or for producing specific, pre-determined results can be a worthwhile investment. However, we feel advisors should never work on a commission basis, so you can be sure their agenda is producing results, not commissions. Look for long-term, mutually profitable business relationships built on trust, common goals, and an exceptional level of personal attention to investments and clients alike.