Kim works with his clients to set realistic expectations, so that they don’t take unnecessary risks. Often they’re looking for both capital preservation and income generation: Kim ensures that they understand all the risks involved, and steers them on a path that will balance their needs and wants.

Kim assesses performance of clients’ portfolios against their objectives. He spends considerable time up front mapping out with his clients what they want to achieve and accurately evaluating their risk profile. Blackmont gives Kim and his clients access to multiple, automatically generated reports so that they can chart progress together. Kim meets face-to-face with his clients at least twice a year, to review objectives, ensure that new circumstances are taken into account, answer clients’ questions, and ensure that they understand what’s happening with their investments. If they have a new grandchild, if they want to buy another property, if they become ill — these all affect the way he advises them on their investments. In addition, he is constantly available to his clients by phone and email.

Blackmont’s client focus and commitment to independence provide Kim the support that enables him to be always available to his clients, backed by the latest research and unlimited access to the best investment products available.