SERVICES PROVIDED BY G.M. KENNEY & ASSOCIATES

WEALTH CREATION THROUGH GLOBAL DIVERSIFICATION
We invest and manage your money in the global stock and bond market using Nobel Prize winning investment principles.

ONGOING ACCESS TO THE FINEST FINANCIAL MINDS IN THE WORLD
We are students of distinguished Financial Scientists who are constantly researching how money is made and lost in the stock market. Their finding are passed on to you through us by adding their research to your portfolio.

INVESTOR EDUCATION ON HOW THE STOCK MARKET WORKS
We believe that the educated investor is our best client. We offer quarterly educational classes on stock market related topics for our clients and their friends.

RETIREMENT INCOME PLANNING

• How much money can you safely take from your investment portfolio every year?
• Should you have principal guaranteed funds just in case?
• How much will healthcare cost you?
• How much fun money will you have?
• We help you answer these and other questions about how best to spend your money.

MONTHLY AND QUARTERLY PERFORMANCE REPORTS
You will receive monthly reports on your accounts from Charles Schwab & Co. They are the custodians of your account. Every quarter we will send you a report detailing how your account(s) did in a percentage gain or loss format. We will also show you how you have done for each year you have been invested and how your accounts have done since you first put money into them.

We serve as your Financial Coach.
Together we tackle the economic challenges you face in retirement.