Portfolio Management

We apply rigorous research and disciplined execution to build custom stock portfolios with covered-call overlays for income and risk control.

Why Portfolio Management Matters

Protect and Grow Your Capital
We proactively manage your capital, evaluating opportunities, controlling risk, and using options overlays to deliver steady returns and shield against market swings.

Our Portfolio Management Services

  • Custom Strategy Design :
    We develop a tailored investment blueprint aligned with your time horizon, risk tolerance, and return objectives.
  • Equity Selection & Research :
    High-quality individual stocks are chosen through rigorous fundamental and quantitative analysis.
  • Option Strategies :
    Covered call strategies enhance income and provide a partial hedge during volatile markets.
  • Dynamic Risk Management :
    Sector, style, and concentration risks are actively monitored and adjusted to maintain your desired exposure.
  • Disciplined Rebalancing :
    Portfolios are rebalanced based on thresholds or market shifts never emotion ensuring alignment with your plan..
  • Integrated Tax Efficiency :
    Tax-loss harvesting and trade execution tactics are woven into every decision to maximize after-tax outcomes.

Why Choose KWA for Portfolio Management

  • Fiduciary Discipline
    We act solely in your best interest—no hidden commissions or product incentives.

  • Transparent Alignment
    Flat, AUM-based fees that decrease as your assets grow, ensuring our incentives mirror yours.

  • Boutique Focus
    Limited client roster guarantees you direct, uninterrupted access to our senior team.

  • Military-Grade Precision
    Kevin Andersen’s naval leadership principles underpin every decision—rigor, clarity, and accountability.

  • Holistic Integration
    Portfolio actions sync with your tax and estate strategies for seamless, after-tax optimization.

Our Services

Have Any Question?

We’re here to answer any questions or discuss your needs, reach out and we’ll connect you with the right expert.

  • +1-987-654-3210
  • invest@kwainvestments.com
  • Newport Beach, California

Elevate Your Portfolio with KWA’s Active Management

Schedule Consultation

Guiding your financial journey with pilot precision and tailored tax planning.

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  • 2025
  • KWA Investments 2025. All rights reserved.