Kaizen Wealth Management
ˈkī|zən: Continuous Improvement
Client Web Portal
Everything in one place. Clients see all of their accounts working together, including outside or unmanaged assets, in one secure place with live reporting access. Your portal shows detailed balances, performance, portfolio allocation, and holdings information, and includes weekly updates emailed...all automatically coordinated with their financial and retirement planning.
We provide portfolio analytics and reports for investment planning, portfolio comparisons, asset allocation reviews, and account monitoring.
We believe portfolio construction best practices include choosing a suitable asset allocation using broadly diversified mutual funds and ETFs, using low-cost index-based products, implementing tax-efficient asset location, and employing a total-return investment strategy.
Our wealth management plans and reports deliver efficient and proactive communication with timely and relevant insights into client retirement plans and additional goals and objectives. Plans are automatically updated and coordinated with all current account balances daily and we monitor and track each plan with alerts in place, helping ensure clients remain on target.