Welcome to KCI Asia Limited Where Comprehensive Wealth Managements Begins.

 

Your life, your investments — they are intertwined. Yet all too often, wealth management firms fail to look at the whole picture and all the financial issues that each of us will inevitably face during our lifetime. KCI Asia Limited is different. We are a fee-only financial planning and investment advisory firm that offers comprehensive, integrated wealth management services. That means we place your interests first, and objectively identify the proper investments to suit your needs. We don’t receive any commissions for selling financial products, investments, or insurance. At KCI Asia Limited, we focus on ‘total wealth’ creation for our clients, not just one aspect of it. We like to call it ‘life wealth.’ We provide personalized, customized services, yet without the typically high costs of large brokerage firms. Our focus is on individuals, small businesses, and executives.

First and foremost, we are your investment advocate. Your individual circumstances, your needs, and your ultimate financial goals are what matter most to us. For each of our clients those needs and requirements are different, and change over time. We take all of that into account starting with the creation of a personal financial plan. This financial roadmap is designed to help you achieve your financial goals.

 

A Custom Portfolio
At KCI, we create custom portfolios (stocks, bonds, real estate investment trusts (REITs), mutual and exchange-traded funds) that are based on your individual circumstances and depend greatly on your particular stage in life. Our core investment philosophy is this: We aim to take only the amount of risk necessary to achieve our clients’ goals. We begin this process with an analysis of the historical levels of risk and return for each individual security type, asset class, and market sector. A key part of this is the work we do with our KCI Asia Limited Valuation based on our proprietary research.

First and foremost, we are your investment advocate. Your individual circumstances, your needs, and your ultimate financial goals are what matter most to us. For each of our clients those needs and requirements are different, and change over time. We take all of that into account starting with the creation of a personal financial plan. This financial roadmap is designed to help you achieve your financial goals.

 

 

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We believe that decisions about strategic asset allocation will have a major impact on your long-term investment results. That said, we quantify and measure risk using a variety of statistical tools that we bring together to assess your investment strategy. Whether we are looking at a security type, an asset class, a foreign stock, or a REIT, we establish a benchmark so we can determine if a potential investment is overvalued, undervalued, high-risk, or low-risk. In fact, we frequently monitor and select investments that eliminate the high-risk, and focus on moderate risk investments, all designed to meet your financial goals. We think our approach and expertise at establishing this benchmark valuation are key differentiators. We use an investment process that is rigorous, quantifiable, and helps us help you know when risk is getting too high for your investment strategy. And we do it in a myriad of ways across all investment categories.