Kornfield Investment Management

FAQ

Frequently Asked Questions

 

Common Questions

 
 

What types of investments are included in managed account portfolios?

Investment management accounts are composed of diversified investments, including, but not limited to: common stocks, preferred securities, mutual funds, ETFs (exchange-traded funds), corporate bonds, tax-free municipal bonds, U.S. government and U.S. agency securities, including Treasury bills, notes, and bonds, CDs (certificates of deposit), and global securities.
Note: mutual fund, annuities, and other investment securities including stocks, are not FDIC insured, and are subject to investment risks, including possible loss of principal amount invested. This is not an offer to sell or a solicitation of an offer to buy any security. We are not accountants or attorneys; please consult with your specific legal and tax professionals.

 

How can I open an account with your firm?

Please contact our office directly for opening accounts and order placement. We do not complete these functions online.

 

How much money do I need to open an account with Kornfield Investment Management?

Guidelines for account minimums are as follows:

  • Less than $50,000 - invested in a portfolio of mutual funds.
  • $50,000 - $250,000 - mutual funds; may also include some individual stocks and bonds.
  • $250,000 and above – managed account portfolio of diversified investments, including individual stocks and bonds.
 

What is your performance and track record?

We are proud of our performance record for our managed accounts. If you would like to receive a copy of our ADV Part II and performance information, please contact us for more information.

 

Have more questions?