Our Process

Guiding You to Financial Freedom

At Kniffen Portfolio Management, we champion a balanced approach, fusing methodical techniques with bespoke strategies. Our methodology centers on two core pillars: Investment Management and Strategic Goal Setting. In tandem, these elements help craft a future aligned with your personal dreams and aspirations. Here’s our approach:

Investment Management Process


Understanding Your Needs

We engage in meaningful dialogue to comprehend your concerns, queries, and aspirations, laying the groundwork for a tailored investment approach.


Portfolio Construction

Leveraging our expertise and financial tools, we devise a portfolio that mirrors your risk appetite, objectives, and timeline.


Continuous Monitoring and Adjustments

We remain vigilant, continually supervising your portfolio and making proactive changes in response to market dynamics.


Goal Definition

Together, we outline your aspirations, be it retirement security or wealth growth.


Strategy Formulation

We curate blueprints in line with your goals, taking into account your complete financial picture.


Implementation and Ongoing Review

Strategies are set into motion and routinely revisited and refined, adapting to your evolving needs and situations.

Our aim is to simplify your personal finance, giving you the freedom and peace of mind to enjoy life’s adventures. With a fiduciary commitment and a steadfast focus on your financial goals, we’re here to guide you every step of the way.