Investments focused on well-secured issues of corporate and municipal bonds and preferred stock (typically convertible). Bonds are primarily investment grade rated. The firm is registered with the State of Missouri as an investment advisor operating separately from Kaaz Holding Company, Inc, which is involved in the private investment management business.
Provides the power to manage your fixed income investments. Investment grade bond selection will be handled and managed for you, per the terms of the investment agreement. No non-investment grade bonds are purchased for managed accounts. Provides the power to manage your cash needs. Interest income will be wired to your bank account from your advisory account, as cash is paid into your account from interest income.
Provides the power to manage your fixed income investments. Investment grade bond selection will be handled and managed for you, per the terms of the investment agreement. No non-investment grade bonds are purchased for managed accounts. Provides the power to manage your cash needs. Interest income will be wired to your bank account from your advisory account, as cash is paid into your account from interest income.
Services
Separate account programs combine the benefits of professional money management with added flexibility, control, and tax advantages of owning individual securities. A separately managed account is a portfolio of securities directly owned by the investor and managed according to a specific discipline.
Please provide us with your address and phone number. You must have a valid U.S. mail address to open an account. Shortly after the form is sent to us, an electronic account opening email from Interactive Brokers will be sent to you to establish your account at the broker dealer.
This should take less than an hour to complete and will include a request for information regarding your firm or individual identity verification, tax information, and investor profile.Please feel free to contact us if you have any questions at (913) 428-7862.
This should take less than an hour to complete and will include a request for information regarding your firm or individual identity verification, tax information, and investor profile.Please feel free to contact us if you have any questions at (913) 428-7862.
To complete your deposit, you will need to provide your bank with the routing information below. Please do not attempt to wire funds prior to setting up of an account in your name/organization name. KHC Investments advisory services are brokered through Interactive Brokers, LLC, 8 Greenwich Office Park, Greenwich, CT.
Well-secured issues of investment grade corporate and municipal bonds (taxable/tax-exempt). All US based issues (no international). KHC Secured Bond Separately Managed Account- Well-secured issues of investment grade corporate and municipal bonds (Taxable & tax-exempt). Focus on Yield to maturity. Bonds selected are expected to be held to maturity; thus, reducing fees and management expenses.
KHC Investments, LLC is a privately owned independent investment advisor located in Kansas City, Missouri. The company is a buy and hold institution. KHC Investments manages taxable and tax-exempt fixed income securities for clients. Client assets are managed on a discretionary basis.
KHC Investments is an investment advisor registered with the State of Missouri and is a limited liability company (LLC) formed under the laws of the State of Kansas.The firm is a privately owned investment advisor founded in 2012. The firm operates separately from the private investments managed by Kaaz Holding Company, Inc., which was originally founded in 1907.
KHC Investments is an investment advisor registered with the State of Missouri and is a limited liability company (LLC) formed under the laws of the State of Kansas.The firm is a privately owned investment advisor founded in 2012. The firm operates separately from the private investments managed by Kaaz Holding Company, Inc., which was originally founded in 1907.
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