ABOUT

M&K is an independent, fee only, fiduciary asset management firm offering tax efficient and cost-effective portfolio management. We are based in California, but serve clients nationwide.

FINANCIAL PLANNING

Retirement Income Planning. Intergenerational asset transfers. College savings planning. Succession planning. Charitable gift planning. Integrated tax planning.

ASSET MANAGEMENT

Develop investment policy statement (IPS). Asset allocation. Discretionary asset management. Written quarterly performance reports. Portfolio rebalancing. Tax efficient asset placement.

CONTACT US

12121 Wilshire Blvd
Los Angeles, California 90025

Suite 300

310.988.2158