Kawe Kapital
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Performance

 We focus on the net returns of our clients. For taxable accounts, we seek to maximize after-tax returns, rather than pre-tax returns, which sometimes negatively affects annual reported results but is beneficial over the long-term to our clients' individual finances. For tax-exempt accounts, we seek to generate maximum returns by taking advantage of the increased tax flexibility that these accounts benefit from.

 
Average year performance of equities*:
2011 2012 2013 2014 201520162017
-20.14% 23.83% 8.81% 0.78% 10.33%5.36%13.72%

Average year performance of fixed income*:

2004 2005 2008 2009
6.60% 2.63% 0.11% 17.81%

 

*Previous performance doesn't make any promise or reference to future period performances

 

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