Our end of year client housekeeping consists of several things but includes two primary pieces. This newsletter will discuss those things. It will also cover things that you might want to consider prior to transitioning
Darrell & King, LLC is an independent investment management firm that provides asset management services and investment counsel to meet the unique needs of individuals and families, as well as to corporations, foundations, endowments, and other select institutions. Since 1975, we have built our business with an unyielding commitment and dedication to our clients’ goals and a proven ability to identify investment opportunities through a disciplined investment process. We focus not only on developing portfolio strategies to meet client-specific goals, but also on building meaningful, long-lasting relationships.