- Office hours by appointment only
- 330-666-6886
Our Approach
KOHMANN BOSSHARD
What we believe
We believe that a successful financial strategy is more than just managing investments. Our holistic approach integrates all aspects of your financial life to create a cohesive and effective plan that aligns with your goals and values.
Our strategy
Disciplined Investment Philosophy
Our investment philosophy is grounded in time-tested principles and disciplined decision-making. We focus on:
01
Index Funds
We utilize index investing methods to match market performance, offering benefits such as broader diversification, lower costs, and tax efficiency. By investing with Exchange Traded Funds (ETFs), we provide clients with a transparent, liquid, and cost-effective investment solution.
02
Diversification
We employ a diversified investment strategy to optimize risk-adjusted returns and protect against market volatility. Our portfolios are designed to reflect your specific goals and risk tolerance.
03
Long Term Perspective
We prioritize a long-term outlook, avoiding short-term market noise and emphasizing structured, disciplined investment decisions.
04
Cost Efficiency
We focus on low-cost investment solutions to maximize returns and minimize expenses, ensuring that more of your money works for you.
05
Regular Portfolio Reviews
We conduct regular reviews of your portfolio to ensure it remains aligned with your objectives. Portfolios are rebalanced as needed to maintain target allocations and achieve optimal performance.
Our process
Comprehensive Financial Planning
We take a comprehensive approach to your financial well-being, considering every aspect of your unique situation. Our process includes:
01
Understanding your Goals
We want to know what matters to you. By understanding your short-term and long-term goals, dreams, and financial priorities, we tailor our strategies to help you succeed.
02
Customized Solutions
Every client is unique, and we tailor our services to meet your specific needs. Our team works closely with you to develop personalized financial strategies that reflect your risk tolerance, time horizon, and financial goals.
03
Ongoing Monitoring and Adjustments
Our commitment to your financial success doesn’t end with the initial plan. As your life circumstances change, we proactively adjust your financial strategies to ensure continued alignment with your evolving goals and priorities.
Financial PArtnerships
Client Experience
We believe that exceptional client service is the cornerstone of successful financial partnerships.
We are committed to providing a client experience that is personalized, transparent, and responsive, ensuring that you feel supported and confident in every step of your financial journey.
01
Clear Communication
We believe in transparency and clarity. Our advisors provide clear explanations of financial strategies, investment options, and performance reports, ensuring you have a complete understanding of your financial plan.
02
Regular Updates
We provide regular updates on your financial progress, including detailed reports and insights into market trends. Our proactive communication keeps you informed and empowers you to make well-informed decisions.
03
Responsive Support
We value open dialogue and encourage you to share your thoughts, concerns, and questions. Our team is dedicated to providing prompt and responsive support to answer inquiries and address any issues that arise.
04
Client Portal
Our secure client portal provides easy access to your financial information, including performance reports, account statements, and planning tools. The portal ensures that you have the information you need at your fingertips.
05
Educational Resources
We offer a range of educational resources to enhance your financial knowledge and empower you to make informed decisions.
Our standards
Commitment to Excellence
Our unwavering commitment to excellence ensures that every client receives the highest standard of care.
Guided by ethical principles, our fiduciary responsibility drives us to act transparently and with integrity.
01
Ethical Standards
As fiduciaries, we are committed to acting in your best interest at all times. Our ethical standards guide our actions, ensuring transparency, honesty, and integrity in every client interaction.
02
Dedicated Advisors
You will work with a dedicated advisor who serves as your primary point of contact, ensuring consistent and personalized service. Your advisor is committed to understanding your goals, monitoring your progress, and adjusting strategies as needed.
03
Continuous Improvement
We are committed to continuous improvement, seeking new ways to enhance the client experience and deliver exceptional service. Your feedback is invaluable in helping us achieve this goal.
OUR COMMITMENT
Discover the Kohmann Bosshard Difference
Experience the difference of personalized, transparent, and responsive financial service with Kohmann Bosshard Financial Services. Our commitment to excellence ensures that you receive the guidance, support, and expertise needed to achieve your financial goals with confidence. Contact us to learn more about our client experience and how we can assist you in your financial journey.
OUR PARTNERS
Collaboration with Trusted Partners
We partner with reputable institutions, such as Schwab, to custody client assets and provide additional services that enhance our value proposition. By collaborating with trusted partners, we ensure that our clients benefit from the best resources and support available.
- Telephone: 330-666-6886
- Address: 3421 Ridgewood Road, Suite 125 Fairlawn, OH 44333
Investment Advisory Services offered through Kohmann Bosshard Financial Services, LLC, SEC Registered Investment Advisor
Copyright © 2024 Kohmann Bosshard, Inc. All Rights Reserved.