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