Beyond Wall Street

Ken has been an invaluable partner in guiding my family's investments for over two decades. As an independent money manager, he skillfully utilizes alternate vehicles and unique strategies-options not commonly accessible to traditional wirehouse advisors. Ken's ability to safeguard capital in challenging economic times is unparalleled. A dedicated student of macro trends and broader market conditions, he offers a distinctive perspective that ensures a truly effective approach to protecting wealth. His expertise and insights have made him an essential part of our financial journey. - Mike Masarek, Insurance Executive in Complex Life Insurance Planning, Valued Client for over 20 Years I have known Ken for over 25 years. We discussed the risks in the markets back in 2007 and he correctly navigated the 2008 bear market and protected our capital. Ken and his team are always looking to protect our wealth, but not afraid to be aggressive when the timing is right. He definitely thinks outside the box including catching Bitcoin early. - Alan Rutner, President, Purity Wholesale Grocers, Valued Client for over 15 years Ken's knack for protecting capital, even when the market is in decline, is remarkable. His perceptive market insights, as well as his unwavering dedication to our financial well-being, have distinguished him from the pack. With Ken, we have not only found a professional who knows the markets through and through but also a trusted partner who consistently places our interests first. -James Zenda, President, Zenda LLC, Valued Client for over 10 Years Ken is keenly aware of risks in portfolio management and protecting capital. As in the bear markets of 2001 and 2008, he and his team have taken great care to protect our assets and grow our wealth. - Bill Burley, Retired VP & GM, Citrix, Executive Consultant at Burley Consulting, Valued Client for over 25 Years