About

KJLK strives to provide turnkey advisory and asset management solutions and services in a meaningful, comprehensive way that adds value to RIA's, Independent Advisors, Wealth Managers and clients.  We strive to simplify and revolutionize the way people access and think about their investment management and retirement planning needs.

Provided through an efficient and effective, client centric investment technology platform and cutting-edge products, we leverage quantitative, algorithmic models in conjunction with top-down global macroeconomic analysis and bottom-up fundamental, value-oriented strategies, KJLK aims to achieve mean-variance efficiency balanced with risk-adjusted return maximization. Our approach is underpinned by in-depth, comprehensive proprietary research and evidence-based back testing, providing predictive analytics.  The outcome is the maintenance of optimal portfolios, skillfully balancing the risk and return trade-off, ensuring our clients benefit from our multifaceted and data-driven investment strategy to build a portfolio that leaves our clients with a legacy to last for a lifetime.