Account Management & Financial Planning
 Account Management
Kane Investment Management, Inc. actively manages investment portfolios for preservation of principal and conservative growth, consistent with each client's investment suitability, risk tolerance, and the performance of the Dow Jones U.S. Total Stock Market Index. We are managers, indeed advocates. "It is not what we do. It is not how we do it. It is why we do it." It has been this way for thirty years. Kane Investment Management, Inc. is independent. We do not work for any brokerage house, mutual fund, or bank. we have no quotas, we do not make markets, and we do not report to anyone other than our clients. Our only interest is the client's satisfaction and the hope for long-term relationships. To begin, the client and Kane Investment Management, Inc. file a "Limited Power of Attorney" with the brokerage firm. This allows us to make all buy/sell decisions, but also totally prohibits us from "touching" the clients assets. Kane Investment Management, Inc. provides outstanding Performance and Service; performance as in we work to achieve monetary goals and service as in we handle all account adminsitration and activity. We provide crystal clear and comprehensive reports semi-annually or upon request. Most importantly and consistent with its commitment to remain a true management service, Kane Investment Management, Inc. does not charge or otherwise receive commissions. We do not charge set-up fees, miscellaneous fees or any other "hidden" fees. Rather, we serve you with no conflict of interest as we charge only a semi-annual fee based on a percentage of the client's Net Asset Value assigned to us for management (Please see our fees under the Our fee schedule section). Our only and vested interest is to preserve and build the assets of our clients. Kane Investment Management, Inc. grows only as its clients grow. Financial Planning At Kane Investment Management, Inc. we feel it is important to not only consider your investments, but how these investments fit into your long-term financial plan. Personal financial planning is the discipline of working with clients to help them attain financial goals such as financial security, accumulation of assets, managing financial risks, funding children's education, achieving a comfortable retirement, and wealth transfer to heirs. The comprehensive financial plan provided by Kane Investment Management, Inc. includes:
- Cash flow analysis - funding assessment for future financial goals
- Net worth statement/asset allocation assessment - proper investment planning
- Retirement planning - when retirement can start, how lomng money will last
- Insurance review - assessment for survivor needs, disability, and long-term care
- Estate planning - minimize estate taxes
- Education funding - savings needs for children's education
If you would like additional information about this service, our financial planner - Don Davis - will be glad to speak with you.
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