KLK Capital Management is a California-based branch office of DFPG investments and Diversify Advisory Services.
Our goal is to help our clients to achieve a better and brighter financial future.
We focus on total wealth management for high net-worth families, affluent individuals and institutions.
We develop individualized strategies by focusing on your distinct needs and goals.
We listen and learn. We would like to know what you hope to accomplish in the short and long term.
We design an investment strategy that stipulates your goal, risk tolerance, return objectives, and portfolio allocation.
We recommend which securities, funds, and/or money managers are optimal for your portfolio.
As appropriate, we adjust your portfolio to ensure it remains consistent with the parameters of your investment goals. We may also make changes based upon a changed outlook on a particular security, fund, or money manager.
We will offer you a meeting to deepen our understanding of your circumstances.
Your investment goal and portfolio will be updated and adjusted accordingly.
INVESTMENT ADVICE
We offer guidance on your financial needs to achieve your short-term and long-term financial goals. Our advice is not only based on traditional financial instruments, but we evolve with financial industry to give your portfolio with the return exposure designed to meet your goals.
SECURE RETIREMENT
Our service increase your comfort and confidence level that you will meet your retirement goals. The retirement planning includes, but is not limited to, your social security, company pension plan, and 401k. Also, we assess the factors that impact your retirement, such as stock market conditions, inflation, and longevity.
FINANCIAL PLANNING
With our experience and resources, we guide you from the start to the moment you achieve your life goals. We will set up a series of consultations to learn about you and your goals. We consider the events in your life, such as buying a house, saving for your child's college tuition, and financing your child's wedding.
INVESTMENT ADVICE
SECURE RETIREMENT
FINANCIAL PLANNING
EFFICIENT DEBT MANAGEMENT
2560 W. Olympic Blvd, Suite 303, Los Angeles, California 90006, United States
Monday - Friday: 7:30am - 4:00pm
Saturday - Sunday: By appointment
DISCLAIMER: ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES - EXPRESS OR IMPLIED - ABOUT THE ACCURACY, COMPLETENESS, TIMELINESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD-PARTY WEBSITE LINKED HERETO. NOTHING PUBLISHED ON THIS WEBSITE SHOULD BE CONSTRUCTED AS A SOLICITATION TO EFFECT TRANSACTIONS IN SECURITIES OR THE RENDERING OF PERSONALIZED INVESTMENT ADVICE.
This website (the "Website") is operated by KLK Capital Management ("KLK"). The firm may only transact business in those states where it is registered or qualifies for a corresponding exemption under applicable state law. Publication of this Website is limited to the dissemination of general information regarding the firm's investment advisory services offered to U.S. residents of those states where providing such services is not prohibited by applicable law.
Securities Offered through DFPG Investments, LLC, member FINRA/SIPC. KLK Capital Management LLC offers wealth management services through various unaffiliated companies including advisory services offered by Diversify Advisory Services (“Diversify”) an SEC registered investment adviser. KLK Capital Management LLC offers additional investment services and securities through DFPG Investments, LLC., a broker/dealer, member FINRA/SIPC, and an affiliate of Diversify.
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