PROACTIVE. PASSIONATE. PRINCIPLED.



Kniffen Portfolio Management is an independent investment advisory firm that is free from external influences.


Clients are first and foremost - always!



 


 


 


 


 


PASSIONATE

I created James P. Kniffen Portfolio Management, 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!


PROACTIVE 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.


PRINCIPLED

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.