215.515.3953  |  adam@kauferfinancial.com

Investment Philosophy

Our investment philosophy is grounded with a straightforward and unbiased approach that prioritizes our clients’ long-term financial growth and stability. We focus on end-item ownership (i.e., individual stocks and bonds) to create a truly diversified portfolio and place the financial benefit directly in our clients’ hands. The small, boutique quality of our firm allows us to provide a tactical and flexible strategy that is tailored to our clients’ individual goals, constraints, and budgets. We maintain an informal and approachable interface that facilitates open communication and adaptability with an eye toward planned, long-term strategies and goals. We strive for transparency in our operations and employ a straight fee-based structure that promotes an equalized approach to client assets. Our priority is to provide financial guidance and investment management to any client, no matter their current financial standing or wealth.

After analyzing a client’s current financial situation and characteristics, we begin the process of defining the goals you want to achieve. We take into account your desired lifestyle, your passions and how you plan on acting on them, and transitioning fluidly when the need arises. We assist clients move from their current status to achieving their long-term goals with a strategy we developed known as “Permanence and Definition.” Within this strategy, our clients own each item in their portfolio (either individual stocks, bonds or both), ensuring that we know when dividends are paid, interest collected, and, in the case of bonds, principal returned. Risk tolerance and time horizon determine the ultimate mix of stocks and bonds for your portfolio. We use this agile approach to ensure your money is always working for you at peak efficiency.


Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

2138 Saint Albans Street, Philadelphia, Pennsylvania 19146 United States

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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2138 Saint Albans Street, Philadelphia, Pennsylvania 19146
215.515.3953  |   adam@kauferfinancial.com


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