{"id":126,"date":"2023-07-03T19:09:33","date_gmt":"2023-07-03T19:09:33","guid":{"rendered":"https:\/\/www.kniffenportfoliomgt.com\/?page_id=126"},"modified":"2023-10-18T13:22:34","modified_gmt":"2023-10-18T13:22:34","slug":"our-process","status":"publish","type":"page","link":"https:\/\/www.kniffenportfoliomgt.com\/our-process\/","title":{"rendered":"Our Process"},"content":{"rendered":"\n
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:<\/p>\n\n\n\n
We engage in meaningful dialogue to comprehend your concerns, queries, and aspirations, laying the groundwork for a tailored investment approach.<\/p>\n<\/div>\n<\/div>\n\n\n\n
Leveraging our expertise and financial tools, we devise a portfolio that mirrors your risk appetite, objectives, and timeline.<\/p>\n<\/div>\n<\/div>\n\n\n\n
We remain vigilant, continually supervising your portfolio and making proactive changes in response to market dynamics.<\/p>\n<\/div>\n<\/div>\n\n\n\n
Together, we outline your aspirations, be it retirement security or wealth growth.<\/p>\n<\/div>\n<\/div>\n\n\n\n
We curate blueprints in line with your goals, taking into account your complete financial picture.<\/p>\n<\/div>\n<\/div>\n\n\n\n
Strategies are set into motion and routinely revisited and refined, adapting to your evolving needs and situations.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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.<\/p>\n","protected":false},"excerpt":{"rendered":"
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 1 […]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"post_statement":"","post_description":"","post_cta":"Start simplifying your finances and aligning them with your values. Begin your journey with us today.","post_button":"Book Your Discovery Meeting","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"oi_page_folder":[],"_links":{"self":[{"href":"https:\/\/www.kniffenportfoliomgt.com\/wp-json\/wp\/v2\/pages\/126"}],"collection":[{"href":"https:\/\/www.kniffenportfoliomgt.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.kniffenportfoliomgt.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.kniffenportfoliomgt.com\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kniffenportfoliomgt.com\/wp-json\/wp\/v2\/comments?post=126"}],"version-history":[{"count":18,"href":"https:\/\/www.kniffenportfoliomgt.com\/wp-json\/wp\/v2\/pages\/126\/revisions"}],"predecessor-version":[{"id":824,"href":"https:\/\/www.kniffenportfoliomgt.com\/wp-json\/wp\/v2\/pages\/126\/revisions\/824"}],"wp:attachment":[{"href":"https:\/\/www.kniffenportfoliomgt.com\/wp-json\/wp\/v2\/media?parent=126"}],"wp:term":[{"taxonomy":"oi_page_folder","embeddable":true,"href":"https:\/\/www.kniffenportfoliomgt.com\/wp-json\/wp\/v2\/oi_page_folder?post=126"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}