Advisory Services

KDT prides itself on a unique service for clients.

  • Give you opportunities to work closely with the firm’s owners

  • Maintain a personal relationship with you

  • Take you through our investment process and thinking as little or as often as you need

KDT recognises security and independence is important.

  • Client portfolios are fully segregated with KDT being given a limited power of attorney to buy and sell securities but not to transfer out funds

  • Clients have the option to remove KDT as an advisor and retain their investment account at any time

  • Portfolios consist of primarily direct holdings of shares and fixed income securities

Independent Investment Advice

Non-Discretionary Authority

Every investment is pre-confirmed

 

Equity Portfolio

Providing recommendations and listening to client needs and preferences.

Fixed income and cash allocation.

The allocation to bonds and cash is determined by the overall “risk profile” of the portfolio

Passionate – Dedicated – Professional

Our approach is flexible. We can manage your investments according to your specific instructions

Alternatively we can work with you to devise an appropriate risk/ reward framework and then we make suitable investment recommendations for your review and approval in order to meet this goal. No investments are made without your express approval. This “Advisory” approach can include a global “gatekeeping” service, with a monitoring and assessment of investment portfolios managed by other firms.

Build a personal connection

You will engage with the business owners at every stop of the journey

Portfolio of Direct shares and bonds

If you have suggestions or existing holdings, we love to work with our clients to create balanced and diversified portfolios

Low Turnover & Cost-Effective Approach

We stay independent to ensure that investments are in your portfolio because we believe that they are suitable for you and in your best interest