Money Management
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I have a strategic alliance with one of the top investment management firms in the country, Steele Capital Management. Steele has made Barron's Top 100 list for five consecutive years and manages over $1 billion for discerning individuals and organizations. Please visit their website at www.SteeleCapital.com and let me know if you would like to receive a free portfolio analysis.
For clients with investment portfolios exceeding $250,000 we work closely with Steele Capital Management, Inc., a privately-owned firm in Dubuque, Iowa. The Steele family has been in the financial services business since 1946. We are extremely fortunate to have such a quality money management firm within our reach.
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Jim Kennon is not, nor is he to be deemed, an agent or employee of the Steele Capital Management, Inc.
Kennon Wealth Management has expanded its services by offering professional money management through its strategic investment partner Gradient Investments, LLC , an SEC registered investment advisor. Whether your investment goal is preserving principal, maximizing income or accumulating capital, Gradient Investments provides a range of tailored investment solutions based on your unique situation and long-term investment goals. Gradient Investments manages over $200 million for individuals, corporations, employer-sponsored pension plans, foundations and endowments. Gradient Investments utilizes mutual funds, exchange traded funds (ETF), stocks and options through separately managed accounts. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA.
Endorsement Disclosure:
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.
Testimonial Disclosure:
Endorsing investment advisor is also a client of Gradient Investments, LLC