We are continuously adding new relationships to provide additional value-added resources for our clients.
KFA has also created independent custodial relationships with some of the best financial institutions in the industry. The majority of KFA clients' core assets are held with SEI Private Trust Company while facilitating active client trading through TD Ameritrade Institutional. Judging from our experience, these firms deliver the high standard of service that our clients expect and deserve.
Furthermore, these relationships provide KFA with access to some of the top institutional money managers in the country, including Capital Guardian Trust Company, Morgan Stanley Asset Management, Goldman Sachs Asset Management, & Sanford C. Berstein and Co., LLC, to name a few. These managers are only accessible to the public by meeting their multi-million dollar minimums. We also have access to a large pool of separately managed account providers and tax-sensitive portfolios.