All services are Fee Based

Ken Donnelly is an Investment Advisor Representative (IAR), acting as a fiduciary with LexAurum, a Kansas City based firm that has an active portfolio management philosophy and process. A fiduciary is required by law to act in the best interest of their clients, commanding loyalty, good faith and honesty.

Allocate:

Portfolios are diversified across-and-within multiple asset classes based on client needs. The purpose of this process is to help achieve the maximum return for the client, given their stated level of risk.

Review:

Accounts are monitored to help ensure that the allocation remains appropriate. Changes in economic outlook, asset valuation and other factors are tracked.

Rebalance:

Rebalancing is performed on a discretionary basis when an asset deviates substantially from its prescribed allocation.