 Investors these days are bombarded with facts, figures and information;
much of which will have a marked effect on their financial situation
and investments.
Furthermore, as individuals, they all have different goals and
priorities, and consequently, have unique investment and financial
planning requirements.
The Solution .… KMI
Our company understands the need for unique solutions for independent
individuals, and we are trained to design and implement strategies to
accommodate your often diverse needs and expectations, whilst of
course, taking account of the prevailing economic situation.
The Facts
KMI has considerable knowledge of tax planning, trusts and Offshore
Companies
KMI recommendations will minimise your tax bills
KMI is an independent financial adviser. Our advice is impartial
KMI offers advice on a wide range of protection products including life, critical illness and medical protection
KMI can help you repay your mortgage faster, if that is your desire
KMI has the answers when it comes to education, retirement and regular savings plans
KMI operates its own Broker Fund and offers that Fund Management expertise to all their clients
Our Philosophy - A Statement from the Founder and Managing Director
The ability to structure an investment portfolio to satisfy personal
investment objectives requires careful planning, prudent stock
selection and a knowledge of world investment markets. For most
individuals, this task is outside their own expertise and the
appointment of a professional investment adviser becomes a virtual
necessity.
At KMI, we have well over 120 years of collective experience in
financial planning. As your financial advisors, we are committed in
helping you choose the assets that comprise your account, and ensuring
their on-going maximum performance.
Choose KMI for the integrity of our Consultants who, like the Senior
Partners, come from two distinct backgrounds; they are either seasoned
financial industry professionals with a huge depth of knowledge of
products and investment types, or they are experienced with an industry
background, and an ability to identify with your particular needs.
Inevitably, they acquire a combination of the aforementioned skills and
qualities.
 Quality
Our aim is to provide a level of quality service that exceeds the needs
and expectations of our clients. When you take advice from KMI, you
will be secure in the knowledge that your hard-earned investment
capital or regular savings premiums are going to grow, to be held
securely and confidentially, optimising your return and minimising your
tax liabilities. It is our utmost wish that you contact us whenever you
require investment or protection advice.
KMI is an independent provider of impartial investment advice to
business people, entrepreneurs and professionals. We offer advice in
order to help our clients optimise the return on their investments and
minimise their exposure to taxation. We are happy to provide
professional references, on request.
Lee R. J. Green
KMI will provide the means to make your money work whilst keeping your profits safe from taxes
Successfully choosing a growth portfolio demands knowledge of many
different markets, types of assets, taxation and inheritance planning
matters. But whilst international investment opportunities continue to
expand, fewer investors find they have the time, the expertise or the
opportunity to make detailed selections or to manage their chosen
investments as effectively as they would like. At the same time, they require a more sophisticated and personalised
approach and will want to find a selection of funds that can be
tailored precisely to match their investment needs.
We offer you the ability to build your own portfolio of funds from
leading professional fund managers and international tax advisers can
guide you in every step you make. We provide tax free gains on all our
clients' investments. In all the locations we recommend, profits are
free from tax. Flexible contracts with commitment terms of only one year. Whilst
withdrawals are always available on request, we recommend an investment
period of at least one year.
Over 5000 authorised funds from which to choose. These include all
types of investment vehicles, from equity investment in emerging
markets such as Taiwan, China, India, Russia, and more, to deposit
funds in over thirty currencies and commodity funds where investments
are geared. High risk or totally safe, the choice belongs to our
clients. In many instances there is free switching between funds.
For investors with US$75,000 a Personal Portfolio gives access to over
5000 funds monitored by KMI. Three monthly statements (monthly after
funds reach US$150,000) are sent to all clients. By the investing of funds on a regular basis, dollar cost averaging
will spread fluctuations in stock markets, thereby reducing risk.
 Alexander Herr
Country Director
An der Welle 4
60322 Frankfurt am Main
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