I use sophisticated strategies that exploit market trends to help position my clients' portfolios for volatility and downturns before they strike.
Roger Remling - Kenai Investments Inc.
Roger Remling has been a Financial Advisor for over 20 years. He is also recognized as an Enrolled Agent, the highest credential the IRS awards. Roger specializes in helping successful Americans live life on their terms. He does this by helping his clients mitigate the two biggest risks in retirement: The threat of higher taxes and missing out on market gains. The threat of higher taxes is reduced when clients Roth Your Retirement as part of an income tax reduction strategy. The threat of missing out on market gains is reduced when clients invest in Roger's model portfolio as you can see from the chart.
Starting Jan 1st 2022 new account minimum is of $250,000. Closed accounts cannot be reopened. Accounts not funded in 30 days will be closed. Additional household accounts of current clients always welcome.
DISCLOSURES: Neither the named representative nor the named firm gives legal advice. Opinions, estimates, forecasts, information and statements of financial market trends that are based on current market conditions constitute our judgment, may be incomplete and are subject to change without notice. This material is for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of any security or to participate in any trading activity. Investing involves risk including the potential loss of all or some of your principal. All risks, losses and costs associated with investing are your responsibility. Diversification cannot guarantee a profit or protect against loss in periods of declining values. No investment strategy can guarantee success in all market conditions. Past performance does not guarantee future results. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Consult your financial professional before making any investment decision, or for further information. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
Registered Investment Adviser firms receive compensation in the form of fees for providing financial advice and investment management. RIAs like Kenai Investments Inc. are required to act as a fiduciary. This is very different from broker-dealers and their representatives, who provide recommendations for a commission. Broker-dealers and their representatives are not required to act as a fiduciary, they simply must make suitable recommendations for a client. This is a different standard of care, but most consumers are unaware of the difference, as any of these professionals may call themselves a financial advisor.