woman leaning over a table overhead view of woman in red two executives three executives in shirts four executives in suits
 

Frequently Asked Questions

What is the target size of a BilkeyKatz client portfolio?

BilkeyKatz has relationships with clients whose portfolios range from $100 million to $1 billion. BilkeyKatz is committed to bringing the same unparalleled level of service to each and every client, regardless of size.

Who works on client accounts?

The Owner-Consultants at BilkeyKatz work on client accounts and provide specific direction to other professionals who assist with servicing the accounts. The Owner-Consultants, who are Chartered Financial Analysts, are fully responsible for all reports that the Firm generates. The Owner-Consultants average more than 17 years of experience in the investment consulting field, while the professional staff at BilkeyKatz averages 22 years in the investment industry.

Is BilkeyKatz a registered investment adviser?

Yes. BilkeyKatz is a registered investment adviser under the Investment Advisers Act of 1940.

To what extent is BilkeyKatz independent of financial services firms?

BilkeyKatz has no ties to any investment management,
or other financial service, firm. As a result of this independence, BilkeyKatz is able to provide clients with impartial advice on a fee-for-service basis.

What is the Firm’s privacy policy?

BilkeyKatz Investment Consultants respects your right to privacy. Our Firm also knows that you expect us to conduct and process your business in an accurate and efficient manner and in compliance with applicable legal and regulatory requirements.

To meet those expectations, we must collect and maintain certain personal information about you. Our Firm may collect or capture nonpublic information about you from the following sources:

  • The investment management agreement between us, or other forms;
  • Oral conversations or written correspondence between you and BilkeyKatz's representatives;
  • Electronic sources, such as e-mail, web site, etc.;
  • Information you provide to BilkeyKatz during meetings; and
  • Information received from prior investment advisors with which you had a relationship.

BilkeyKatz limits access to your personal and account information to those employees who need to know that information so that our Firm can provide products and services to you. BilkeyKatz also maintains physical, electronic and procedural safeguards to protect your nonpublic personal and account information.

Back to top