KWB & Associates, Inc. Wealth Managers Group, call toll-free (800) 478-8934, or local (909) 307-8220
Home About KWB About Our Managers What We Offer Investing Philosophy Contact Resources
LPL Account View
KWB Nurturing your wealth

Investor Quick Links:
LPL Account View
KWB news and upcoming events
Investment calculators
SCE Federal Credit Union
La Loma Federal Credit Union
1st Centennial Bank
Retirement contribution limits

Investment Policy Statement

The KWB Investment Policy Statement (IPS) outlines the general framework of the investment program structure to help you work toward your stated goals and objectives. It takes into consideration many aspects of the process, including your tolerance for risk and your unique needs and preferences. The IPS is a tool designed to establish the guidelines, methods and investment criteria that will be observed in the management of your account.

CLICK HERE to download
The Full Investment Policy statement and Form

Adobe Acrobat is required to print and review The Investment Policy Statement. Get it FREE by visiting the Adobe Website.

> Investing Philosophy
> Institutional Process
> Philosophy in Action
> Investing Peace of Mind


Securities and Insurance Products offered through LPL Financial and it's affiliates, Member FINRA/SIPC
Insurance products offered through Private Ledger Insurance Services of California, Inc.

Not FDIC Insured
No Bank Guarantee
May Lose Value
Not a Deposit
Not Insured by any Federal Government Agency

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.
LPL's Privacy Policy