At Kinnell & Co we follow a thorough process when meeting with clients which covers the following steps:

1. Due diligence – understanding the client’s financial situation, objectives, and risk profile.
2. Letter of Advice – detailing a recommended strategic asset allocation.
3. Account opening – JB Were documentation and Kinnell & Co contract of engagement.
4. Portfolio construction – specific recommendations on Kinnell & Co approved investments supported by independent research from Morningstar and Value Line.
5. Quarterly reporting – JB Were valuation and performance reports provided to you every 3 months as well as annual tax reporting.
6. Annual Review – we hold a detailed annual review meeting to review portfolio performance, construction, and rebalancing if required. We ensure the portfolio is still fit for purpose for the clients’ circumstance, objectives and risk profile.

Firm Principles

1. We put our clients first – We seek long term relationships born out of trust and confidence.
2. Our focus is on durability – We follow a methodical process that is designed to preserve and enhance capital over time.
3. Our fees are – simple, transparent, and fair.
4. We focus on what matters – High quality companies at a sensible price. Paying less than the value you are receiving. we stick to this style of investing because we know it works.
5. The doctrine of enough – We will have fewer clients than most advisers and show them greater care.
6. We have a long term mindset – We seek companies with sustainable competitive advantages and are patient in our execution.