The professionals at Kooman & Associates offer financial planning and investment services to a diverse group of clients seeking a trusted advisor to provide personalized service, transparency and accountability.
Individual Clients
The individuals we serve are serious about planning for the future. They understand that there are no shortcuts and that a successful financial plan requires steadiness and discipline over an extended period of time. The people who benefit most from working with our practice are looking for a trusted advisor to help them navigate life's obstacles and turn short-term challenges into long-term opportunities.
Our clients come from many different backgrounds. They live all across the country and span dozens of professions. What they all have in common is a commitment to planning and working with our advisors to help maximize their chances of success. Their commitment to the future means our clients also tend to be:
- Enthusiastic – they are passionate about life and want to maximize the amount of time they can dedicate to the people and things they care about most.
- Steady – they are focused on long-term outcomes, like successful retirement and generational planning, rather than daily fluctuations in the stock market.
- Committed – they want to secure their financial future through deliberate action and planning, rather than leaving it to chance.
If this sounds like a good fit for you, please contact us so we can talk about how our team can help you pursue a successful future.
Institutional Clients
Our institutional clients tend to be nonprofit organizations in Central and Western Pennsylvania. Nonprofits face a unique set of challenges because their board members are typically volunteers who support and believe in the organization's charitable purpose. Such volunteers are passionate and have many valuable skills to offer, but may not have experience managing large investment portfolios or with the legal responsibilities that come with doing so.
The professionals at Kooman & Associates routinely advise community nonprofits on the challenges presented by institutional endowments. These considerations often include balancing the need for current distributions (to support operations) with the competing need for growth to support long-term sustainability. We help our institutional clients evaluate their specific needs, develop a framework prudently pursuing both goals simultaneously, and manage the endowment in accordance with that framework.
