We provide portfolio & investment management services, including trusteeship, overseeing the investment of client assets to optimize returns.

We prioritize high-growth equities and diversify with bonds, while avoiding high turnover and concentrating on promising investment opportunities.

Whether you’re planning for retirement or seeking to enhance your financial well-being, our dedicated team is here to guide you every step of the way.

KGC assists plan sponsors with retirement plans, investments, transfers, meetings, administrative tasks, and more.

We administer & manage trusts for clients & families, even if we are not the designated Trustee.