The Private Client Group of Kibble & Prentice is one of the most respected investment consulting practices in the Pacific Northwest and is one of the largest independent advisors. With over $2 billion dollars under management, Kibble & Prentice is one of Schwab's top partners, our approximately 300 employee firm is unique to other investment advisors.
We are experienced in assisting our clients with retirement and investment planning, life insurance, estate planning, property and casualty insurance, employee benefits, long-term care insurance, and aspects of wealth management and planning that other firms typically do not offer their investment clients.
Unlike style-specific money managers, banks, brokerages, trust companies, and/or other financial services companies, we are an independent advisor without biases or affiliations to any one investment company, product, or service. We receive no compensation from investment vehicles for any of our investment recommendations, nor do we charge commissions, offer proprietary mutual funds, use loaded funds, or use funds with 12b-1 fees.
Bank, brokerage, and trust company investment programs typically charge fees of 1.00 - 1.50% for smaller accounts, and between .50 - 1.00% for larger accounts. Additionally, many fees or cost can be hidden or undisclosed. At Kibble & Prentice, the opposite is true: our costs are often less than our competitors and we educate our clients on exactly what costs/fess they are paying.
Quoted as "the best mutual funds money CAN'T buy," the low cost funds of Dimensional Fund Advisors funds (DFA) have achieved stunning performance in good times and bad. They have outperformed other passive investments such as Vanguard Funds, Russell Funds and select exchange traded funds (ETF's). Kibble & Prentice is able to help you invest in these exclusive funds: banks, brokerages, and trust companies cannot.
Banks, brokerages, trust companies, and various money management firms typically use active money management strategies. While Kibble & Prentice can use such strategies as well, we typically do not for the simple fact that structured money management (using low cost, diversified vehicles) - when compared against active money management strategies in terms of risk, cost, and tax efficiency - has historically been the better performing strategy.