High Standards. Experienced. Dynamic. Passionate. Independent.
We are a privately owned and completely independent boutique wealth advisory firm establish in 1978. We are one of the leading boutique providers of personalized, discretionary wealth management and advisory services.
As a 100% employee-owned, independent advisory firm, we provide clear and objective investment advice, solely advocating for our diverse group of clients including that of endowments, foundations, institutions, pension funds, corporate and high-net-worth individuals.
The firm's uninterrupted record of growth and profitability, through up and down business cycles, is rooted in a client-centred approach that values relationships over transactions. In all instances, we strive to understand the unique aspects of the client's operation and do not hesitate to advise against a transaction if it does not appear to serve the client's long-term interests.
This philosophy is further reflected in our commitment to offering independent, unbiased advice that is untainted by conflicts and cross-selling that arises with institutions with broader and more varied financial services and product offerings.
We are committed to our independence and we work exclusively for the benefit of our clients without conflicting interest. We manage a wide range of strategies based on a plurality of beliefs and multiple investment approaches.
First and foremost, Koenig Rowe – Campbell has a fiduciary relationship with each client. Putting your interests first and providing objective advice and solutions is more than just a mission statement – it is our duty.
We use an investment process that is fully supported by our own independent research, due diligence and investment decision-making. Koenig Rowe – Campbell’s capital partners have no direct interest in or involvement with our investment management, which eliminates many of the conflicts of interest found at traditional brokerage firms.
© 2015 Koenig Rowe Campbell Alliance