Tim Weir

Operates as a holding company whose subsidiaries provides health insurance, managed care, retirement products and individual financial services

CA seeks to provide clients with risk-appropriate diversified portfolio that applies the disciplines and theories of asset allocation. Asset classes include, but aren't necessarily limited to, domestic and international equities, domestic and international bonds, cash and cash equivalents, as well as alternative investment types such as real estate and commodities. Equities can be further broken down by market capitalization (company size based on annual revenues) ranging from large companies to medium and small companies. Bonds can be further broken down by issuer type and by duration ranging from short-term to long.

Functions as a College/University

KTA uses a personalized, objective-driven strategy for each client’s portfolio. All their investments are chosen because they believe they provide prudent diversification and adequate return potential to meet client’s financial goals.