Sterneck Capital Management LLC
Homepage http://sterneckcapital.com
LinkedIn Profile https://linkedin.com/company/sterne***l-manageme***
HQ Location
United States , Missouri, Kansas City4510 Belleview Avenue Ste 204 Kansas City, MO 64111 United States
As a Registered Investment Advisor, we are our clients’ fiduciary. Our approach to financial security and client relationships is based on trust and personal convictions that compel us to operate with a detailed attention to each client’s unique circumstances. We have designed our business to align our interests with those of our clients. We value our record of longstanding and multi-generational relationships.
Specialties:
Fiduciary commitment, risk assessment, financial planning, investment analysis, risk management, individual security offerings, customized investment portfolios as well as 401K and philanthropic asset management.
Our expert team balances fundamental and technical analysis to actively drive dynamic asset allocation, focusing on underlying risk and reward targets. Our client-centric servicing aligns client goals within their risk tolerance to achieve financial success for college savings, individual or business retirement planning services, asset management, charitable giving and
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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