Kilburn Ogilvie Waymann Investment Management Ltd Information

Kilburn Ogilvie Waymann Investment Management Ltd. (KOWIM) has been serving higher net-worth clients and their businesses since 1994. We strive to provide completely independent, proactive and creative, but practical wealth management for our clients. We act as a Personal Investment Manager to ensure that all of the investment, financial, and planning needs of our clients are met. Our service is personalized to take into account long-term goals, time horizon, liquidity requirements, specific tax position, and risk profile. Our objective is to represent our clients in the financial markets in an impartial, conservative, creative, and cost-effective manner. Our clients benefit from a full service firm where compensation is on a flat fee basis, rather than on trading commissions or third party management fees. Therefore there is no conflict of interest. Combined with this objective, we intend to deliver a high level of expertise that proactively puts the pieces of the wealth management puzzle together. It is also our intention to minimize and eliminate where possible the many pitfalls that exist in the financial industry. We act as a financial quarterback for our clients, coordinating the various professional services provided by accountants and lawyers. Our clients deal directly with the Portfolio Manager making the investments; there are no middlemen or sales people.