Investment Only Solutions
Low-Cost, Low-Touch Investment Solutions
Effortless Portfolio Management
Simplify your investment journey with our streamlined Portfolio Management service, leaving the complexities to our team while you enjoy the convenience of hassle-free portfolio management. Experience effortless investing with a hands-off approach. Our goal is to simplify the investment process while maximizing your returns, allowing you to focus on other important aspects of your life.
Cost-Effective Wealth Building
Experience the convenience of cost-effective wealth building with our Portfolio Management service, optimizing returns without compromising on quality. By focusing on an investment only solution, we can offer a better experience at a lower price-point prior to committing to our holistic service. With a team of Certified Financial Planners™, we can advise you when you’re primed to ascend to our holistic wealth management services.
Strategic and Dynamic Solutions
At Kaydan, we take pride in delivering exceptional investment management services that are tailored to you. Let us be your partner in building a secure and prosperous financial future. Get started today and embark on your journey towards financial success!
Personally integrated, collaborative, and all-encompassing wealth management.
Investment only solution for someone seeking a less encompassing engagement. By unbundling strategic portfolio management from the foundation of our traditional wealth management service models, we are able to provide a low-cost, low-touch investment only solution.
NO CONSULTING OR FINANCIAL PLANNING
Strategic 0.70%* Dynamic
0.80%* (IRA’s >$500k Only)
* Based on account size, not relationship size.