Backed by a highly-experienced team, the new, exclusive offerings provide flexible, cost-effective portfolio solutions for financial professionals in the Kestra Holdings ecosystem
AUSTIN, Texas–(BUSINESS WIRE)–Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, today announced the launch of its first two Model Portfolios Series.
Exclusively designed for financial professionals associated with Kestra Holdings subsidiaries, the portfolios are structured to maximize opportunities for clients, providing various options based on a client’s risk preference, desire for growth and tax sensitivity.
Both series have tax-aware versions and are low-cost and flexible enough to fit a wide range of client needs. Additionally, the open architecture platform allows for a variety of different managers and funds. The first two Model Portfolio offerings are:
The Kestra Investment Management team will regularly analyze potential investments, use a rigorous due diligence process to select the best-suited funds, monitor portfolio allocations to opportunistically make changes, and regularly rebalance those allocations to keep each portfolio model aligned with its goals.
Led by Kestra Investment Management Chief Investment Officer Kara Murphy, CFA, the team collectively boasts more than a century of experience and is equipped to provide hands-on support to financial professionals within the Kestra Holdings ecosystem, including portfolio analysis, account set-up, transition support and ongoing education.
“Using our team’s extensive investment background, we’ve built two cost-conscious, user-friendly Model Portfolio Series, which offer our associated financial professionals the flexibility to personalize solutions to fit their clients’ unique needs, keeping in mind individuals’ growth and risk preferences,” Murphy said. “We know there is not a one-size-fits-all solution when it comes to investing. This is one of the many tools we provide for our financial professionals.”
The Model Portfolio Series are managed by Kestra Investment Management, with Head of Portfolio Management Derek Schug, CFA, and Portfolio Manager Mouna Pyneni heavily involved. “Building thoughtful investment models to serve a diverse spectrum of client objectives is time-consuming and requires extensive due diligence. Since our full-time job is creating and managing a diverse set of models, our belief is that, over time, these solutions will offer competitive results and free up financial professionals to focus more on clients on achieving their goals,” said Schug.
Both series can be accessed through existing platforms and are exclusively designed for financial professionals associated with Kestra Financial, Kestra Private Wealth Services, Grove Point Financial, and Bluespring Wealth Partners.
In addition to the portfolio solutions, Murphy and the Kestra Investment Management team offer a wide range of support, including timely investment commentary and education, available on https://www.kestraim.com/.
About Kestra Holdings
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $122 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients.
Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LLC, member FINRA/SIPC, as well as Kestra Investment Management LLC, Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisors, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
Gregory FCA for Kestra Holdings
John Hanlon, 609-457-3049
kestra@gregoryfca.com
Kestra Investment Management Deepens Value Proposition With The Launch Of Model Portfolios
Gregory FCA for Kestra Holdings
John Hanlon, 609-457-3049
kestra@gregoryfca.com
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