Account Management
"Our only and vested interest is to preserve and build the assets of our clients."
Kane Investment Management, Inc. (KIMI) 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 S&P 500 Index. We are managers, advocates for your success. KIMI 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. It has been this way for over forty years.
To begin, the client and KIMI file a "Limited Power of Attorney" with the brokerage firm. This allows us to make all buy/sell decisions while also strictly prohibiting KIMI from making any unauthorized withdrawals.
KIMI seeks to provide outstanding performance and service; performance as in we work to achieve monetary goals and service as in we handle all account administration and activity. We provide clear and comprehensive reports quarterly, or upon request.
Most importantly and consistent with its commitment to remain a true management service, KIMI does not charge or otherwise receive commissions. We do not charge hourly fees, set-up fees, or miscellaneous fees. Rather, we charge a quarterly fee based on a percentage of the client's Net Asset Value assigned to us for management. While you may incur certain charges imposed by custodians, brokers, and third-parties, KIMI does not receive any portion of those fees.
Please see our regular quarterly fee schedule for details. (Performance based program for qualified clients may incur additional semi-annual fees. Please contact KIMI for details on this program.
Kane Investment Management, Inc. provides a full range of financial services and manages all types of accounts for individuals, families, and small businesses.
Individual and Family Investment Services Include:
• Cash & Margin Account Management
• IRA Accounts and Rollovers
• SEP-IRA and ROTH Accounts
• 401(k), 403(b), and 401(a) Accounts
• Trust Accounts
• Custodial Accounts
• Complimentary Account Analysis
~Kane Investment Management, Inc. grows only as its clients grow.~