FIRM OVERVIEW

OUR HISTORY

Kimball & Cross has grown from its legacy as a partnership serving Massachusetts investors since 1881 into a global private equity investment banking, brokerage and asset management firm.

Throughout our history, Kimball & Cross has demonstrated a consistent focus on building client relationships for the long haul. The foundation of these relationships is our commitment to develop a strategic plan based on each client's unique investment objectives.

We embrace a process that serves the client's interests, not just by assisting the investor in determining those objectives and providing solutions to meet them, but also by continually monitoring the investments, markets and client circumstances and maintaining regular communication in order to see each client through to when they've met their stated objectives.

OUR INTEGRITY

We understand investors intend to use disciplined portfolio management and objective analysis and accurately anticipate market trends. However, with volatility having become such a hallmark of the financial markets in recent years, the challenge of consistently making rational investment decisions has become increasingly difficult one for investors.

If it wasn't tough enough, investors continue to be inundated with choices which are merely hot marketing trends or masking a firm's conflict of interest – research recommendations influenced by business dealings, cross-selling proprietary products driven by financial incentives and the like.

Through it all, we believe that we've dealt with our clients in a manner different than most in our industry. The advice we provide to each client emerges from the blueprint that our business is a collaboration.

OUR APPROACH

A study published by Brinson, Singer and Beebower in 1991 (and expanded in 1993) determined that portfolio asset allocation is the most important factor impacting long-term investment results. The study found that past performance, stock selection and timing investments in and out of the market were far less influential in achieving long-term results than asset allocation.

This explains are emphasis on approaching each investor with a long-term relationship in mind. Building those relationships begins with understanding the importance of asset allocation in the investment process and developing a strategy based on each investor's unique objectives.

Consistently providing a high standard of service with constant portfolio monitoring and communication is how we see the process through.