For over ten years, KDB Asset Management has provided clients with independent investment advisory services that combine in depth analytical research with personalized portfolio creation. KDB Brokerage Services offers personal and commercial insurance solutions to clients with a special emphasis on Automobile, Homeowners, Liability, Life, and Health.
KDB International focuses on the insurance needs of high net worth individuals in Latin America and Asia with products such as Kidnap & Ransom coverage and International Health Insurance.
KDB International focuses on the insurance needs of high net worth individuals in Latin America and Asia with products such as Kidnap & Ransom coverage and International Health Insurance.
Services
KDB Asset Management, LLC is an independent registered investment advisory firm located in New York City that specializes in the unique needs of high net worth individuals, families, and small businesses. KDB helps clients create an investment strategy, choose the appropriate products, and monitor financial performance.
Automobile Insurance consists of two separate sections - Liability and Full Coverage. The Liability portion provides protection for Bodily Injury, Property Damage, Medical Payments, Personal Injury, and Uninsured Motorist. Bodily Injury covers injuries or death to a third party for which an Insured is responsible, as well as for legal defense costs should a lawsuit be filed against the Insured.
Kidnap & ransom insurance is indispensable for high net worth individuals in the majority of countries in Latin America, as well as for business executives who travel to high risk areas. KDB possesses a unique understanding of both the scope of the insurance policy coverage, as well as the quality of the security firms providing incident response.
KDB prepares a full investor profile in order to understand the needs and risk tolerance of each client before designing an appropriate investment plan. The plan will be tailored to meet goals ranging from capital preservation to growth and income. The asset allocation may consist of bonds, equities, and mutual funds.
KDB offers clients two types of managed accounts: discretionary and non-discretionary. With both options, the client pays a quarterly investment management fee, which is calculated as a percentage of assets under management. Consequently, KDB's compensation is tied directly to the value of the client's portfolio, rather than to individual transactions.
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