|Work hours||Add information|
Kindred Financial is a money management firm serving the needs of investors.
The mission statement is to make money for clients, build trust, put the client first, offer value, and be honest and offer quality interactions with client.
Kindred Financial is an independent, boutique asset management firm for individuals, families, trusts, foundations, associations and small businesses.
The company is run by Ty Peterson who works with Independent Financial Group (IFG) as the broker/dealer.
The goal of the firm is to grow a client's assets. We attempt maximize upside potential while maintaining a risk level associated with the clients risk tolerance.
As a firm we have an incentive to make your money grow because we are a fee-based advisor. Growth is a shared goal by our firm and clients, and we want to achieve that goal together but also within appropriate risk measures.
-Our average client is around age 50 and has assets of around $250k.
-We work with anyone with the right attitude and meets the minimum investment.
-The firm manages over $10m in assets.
-Our goal is to service a market that we believe is underserved which is the middle market, mass affluent and affluent.
Please visit www.KindredFinancial.com for more details and/or to set up an appointment.
The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.