What distinguishes AKJ Asset Management is the level of service our clients have learned to expect from us and the close relationships that develop from it. It is central to our interaction with each client, yet tends to be forgotten because it isn’t itemized on our bills or recorded on our statements.

Financial Services

Perhaps most important is our willingness to provide the extra touches that make you comfortable. Open communication is encouraged so that full understanding governs our relationship. Generally, we are in contact with you at least on a quarterly basis. This contact might be a short note about an investment, a response to a question you have asked about an investment or financial planning matter, or just a telephone call to check in with each other.

Clients also receive comprehensive statements from us at the end of each quarter which detail portfolio positions and performance, and realized gains and losses. A year-end summary of gains and losses is also provided to assist you or your accountant in preparing your income tax returns.

Due to the high volume of transactional business we control, we have been able to negotiate brokerage commissions that are substantially lower than those which individual investors can arrange on their own. The difference is often sufficient to cover the cost of our fee.