Wealth Management
Plan and Invest in your future!
Wealth Management
Plan and Invest in your future!
Del Monte Capital
Making & Meeting Goals
I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals. This is wealth management. It is planned and executed, then reassessed every quarter.
Building Strong Futures
I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.
The focus is investing in high quality investment companies with a proven track record like BlackRock, Goldman Sachs, DFA, and Vanguard.
We do not trade stocks, but rather focus on portfolio management. This means managing the investment risk in order to achieve the optimal investment return through diversification.
About Me
Michael A Kirch, Registered Investment Adviser
Since 2003, I've been helping individuals and businesses invest in real estate. Given my success in real estate, I have decided to continue helping my clients to safeguard their assets and plan for their retirement.
Education
University of Texas at Austin, Masters in Business Administration (MBA) in Finance
Bowdoin College, Bachelor of Arts (BA) in Economics
Chartered Financial Analyst (CFA) designation
Work Experience
Del Monte Capital, Monterey, 2019 -
Kensington Realty Group, Monterey, 2003 -
Citibank, New York, 2000-2002
Security First Group, Los Angeles, 1998
Federal Reserve Bank, San Francisco, 1992-1997
Merrill Lynch, Oakland, 1991-1992