Kimball Creek Partners utilizes 9 core asset allocation strategies. These strategies serve as a framework to help align clients’ financial resources with the things that matter most to them. Depending on the client, enhancements can be made to these strategies to ensure they are tailor fit to each investor’s unique needs.
Click through the images below to explore which portfolio may be right for you.
Reduced Volatility Strategies
Tax-Aware ETF Strategies
Learn more about the Kimball Creek Partners investment process
Before choosing any investment or investing strategy, we recommend you speak with a qualified advisor about your specific situation, needs, and goals.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF’s net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.