About Us

The company is relationship oriented and provides client services primarily to individual investors, foundations and private corporations on an exclusive and proprietary basis. With over 25 years of professional experience in California, Kampfen Investment Services brings clients broad and deep knowledge of state, federal and international financial laws and regulations. Primary services include:

•  Providing clients with a simple but workable Asset Allocation plan
•  Introducing clients to domestic and international money managers
•  Including hedge funds and venture capital investments in the plan
•  Monitoring and reporting investments results on a quarterly basis.

View sample layouts of our Manager Performance and Asset Allocation worksheets.

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