James P. Kniffen Portfolio Management, LLC

Independent

I created James P. Kniffen Portfolio Managment, LLC as an independent investment advisory firm to be free from external influences upon the advice and service I give to my clients.  My clients are first and foremost - always!

Fiduciary

It is my commitment to all of my clients to always conduct myself as a fiduciary.

  • I will always put your highest and best interest first.
  • I will act with diligence and care as I serve you.
  • I will not mislead you. 
  • I will avoid conflicts of interest.
  • I will fully disclose and fairly manage any unavoidable conflicts.
  • I WILL NOT sell insurance and annuities for commission.

Simple and transparent

My primary service is the management of investments for my clients in their accounts at Charles Schwab.  I do not sell investments.  I charge a simple and transparent fee.  I receive no other compensation.