A thorough understanding of your unique situation and particular objectives is the foundation of our collaboration.
At BK & Associates, we are attuned to your desires and determined to accurately ascertain what’s in your best interest, personally and financially.
Our stability, rooted in irreproachable corporate ethics, ensures that your wealth is managed in a genuinely individualized basis. Our evaluations are grounded in objective, analytical, individualized advice. Results are the cornerstone of our collaboration on which we will build a relationship of complete trust and total confidentiality.

A Personalized, Attentive Approach:

Partnerships only thrive when goals are clearly defined from the start. At the beginning of our relationship, we take particular care to precisely evaluate your requirements and expectations. We comprehensively analyze your financial, professional and personal situation as well as your priorities, restrictions and tolerance of risk.

Evaluation: Together we craft a plan for the strategic allocation of your assets based on your specific needs. Broad investment themes, which are customized to your specifications, include Enhanced Fixed Income Strategy, Conservative Strategy, Balanced Strategy, Enhanced Equity Strategy and Absolute Return Strategy.

Execution: Your investment strategy is executed through efficient administrative, monitoring and reporting systems. Your portfolio is monitored closely at all times, with as much attention given to your concerns and ideas as to the constantly changing market conditions.

Total Client Support: We provide privileged access to a myriad of strategic services, including legal and financial advice, trustee services, business and management consulting, retirement plan, credit and debit cards and IT-access to analyze your portfolio, among many others.