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- Consistent focus on risk control
- Balanced portfolio based on client objectives
- Diversified portfolio of high quality securities
- Consistent adherence to performance factors that provide capital preservation and avoid short-term market timing
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INVESTMENT MANAGEMENT & TRUST COMPANY
AN OVERVIEW OF OUR PHILOSOPHYWe embrace the wisdom of historic precedents and the value of current market research. Therefore, the KNBT Wealth Management Group investment philosophy is centered on achieving real capital appreciation by outperforming the appropriate market benchmarks (e.g. S&P 500, etc.) over a full market cycle. All investment decisions are formulated by a "top-down approach" which is determined by our analysis of the financial markets, interest rates and the economy.
Please see our Current Market Outlook
Our investment process is flexible to permit adjustments when short-term conditions dictate, however, we always operate within the framework of a long-term approach to managing clients' money. The KNBT Wealth Management Group firmly believes superior long-term returns are best achieved through:
A BALANCED APPROACH
Our Investment Management services take a balanced approach in order to provide growth and income. This process begins by selecting the appropriate asset allocation based on client needs and objectives. In fact, asset allocation is the most critical element required to achieve superior long-term investment results. Client portfolios managed by KNBT Wealth Management professionals are diversified by asset class and across industry sectors.
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KNBT Wealth Management Group 1620 Pond Road Allentown, PA 18104-2255 Phone: 610-366-9934 | Fax: 610-366-9939 |