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2024 Member Retreat

  Kinesis Asset 2024 Members Retreat Kinesis Asset is excited to announce our first members-only retreat. Enjoy a curated 3-day experience of learning, connecting, and member-only experiences! The event is limited to a cap of 200 rooms for individuals, who may optionally be accompanied by a partner or spouse.  Retreat Highlights:   Focused programming on financial and lifestyle topics that foster collaboration, idea exchange, and personal growth among members  Fireside chats, panels, AMA’s and workshops on popular topics by Kinesis Asset members and special guests  Opportunity to connect with 200 members from around the world at an all-inclusive 5-star resort APPLY NOW Annual Retreat Details Date: Fall 2024 Location: Apply for Membership to Learn More  What’s included :  Lodging  All meals and refreshments  All programming and events, including speaker sessions, networking events, evening social activities

How Bitcoin May Impact Your Portfolio

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Cryptocurrency Sector Evaluation Kinesis Asset Index  Those who are considering adding crypto to their portfolio likely have a lot of questions. Among them: Has crypto historically been able to enhance portfolio returns, increase diversification, and hedge against inflation? Can it really work offer these benefits, especially considering crypto's volatile history and recent instability? Kinesis Asset examined several theories related to bitcoin, the oldest and currently the largest cryptocurrency by market cap. In a recent study, we compared bitcoin's historical data to that of stocks, bonds, and gold in various contexts. Below is a summary of the key findings. Keep in mind they're specific to bitcoin, may not apply to other cryptocurrencies, and are for educational purposes only. Also note that all analysis is based exclusively on past data, which means the implications may shift as the number of people that own bitcoin changes and the broader cryptocurrency markets evolve...

Fundamental Analysis (definitions)

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From macroeconomic data to NFPs and the FOMC, in this article you can learn all the important terms you need to know when you first start learning about fundamental analysis.  Macroeconomic data – data relating to the performance of the economy as a whole. It might refer to economic growth (e.g. GDP reports), employment (e.g. unemployment rate) or inflation (e.g. CPI Losses can exceed deposits reports). It is usually prepared and released by national statistical offices and other state institutions, for instance, US Census Bureau or US Bureau of Labor Statistics.  Inflation - represents price changes over a period of time. If there is an increase of an average price level, the purchasing power of a given currency declines. As a result, the general level of prices for goods and services is rising. The opposite of inflation is deflation – a scenario when prices generally fall in an economy.  Unemployment – a term that refers to individuals who are employable and actively seeki...

How We Prioritize Individual Investors by Structuring Investment Strategies That Truly Build Wealth

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In the world of investing, individual investors often find themselves overlooked or underserved, lost in a sea of complex financial jargon, impersonal portfolios, and advice geared toward institutions or high-net-worth clients. But we believe that every investor no matter their starting point deserves a tailored, transparent, and results-driven strategy. That’s why we prioritize individual investors by building investment strategies that work  for them , not just around them. Here’s how we make that happen. ~ Personalization: Every Investor Is Unique We don’t believe in cookie-cutter portfolios. Instead, we begin by understanding your: Financial goals  (retirement, home purchase, education funding) Risk tolerance Investment timeline Income and cash flow needs By identifying what truly matters to you, we design a strategy that aligns with your life—not just market trends. This personalized foundation ensures that your money is working toward what  you  value most. ~ E...

Deals - Kinesis Asset

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  Institutional Quality Alternative Investments for High-Net-Worth Investors Access alternative investments through Kinesis Asset's curated deal flow. Leverage the expertise and relationships of our network of over 8,500 high-net-worth investors to diversify your portfolio. APPLY NOW No Membership Fees. The Rise of Alternative Investments Over the past several decades, institutional investors have increasingly recognized the power of alternative assets in portfolio construction. This shi! has led to the growth and consolidation of private markets, with fundraising experiencing a threefold increase in the past decade alone. With Kinesis Asset, you can access private market investment opportunities that were previously only available to pensions, endowments, sovereign wealth funds, and family o"ice investors. Building Your Institutional-Grade Portfolio With over $130M in committed capital and over 25 Special Purpose Vehicles (SPVs) deployed, Kinesis Asset enables you to build an...

A Vision for Healthier Communities

Our Commitment to Improving a Healthy Living   In an era where healthcare is at the forefront of societal well-being, our devoted approach is centered on promoting good living and delivering exceptional healthcare. We believe that a healthier life is built on a foundation of holistic, patient-centered care, innovation, and accessibility. Our vision is to empower individuals with the tools, support, and services they need to live healthier, happier lives. Holistic, Patient-Centered Care Our approach begins with a deep commitment to understanding and addressing the unique needs of each patient. We prioritize holistic healthcare that considers the whole person—body, mind, and spirit—ensuring comprehensive treatment and support. This means: Personalized Treatment Plans: Tailoring care based on individual medical history, lifestyle, and preferences to achieve the best possible outcomes. Preventive Care Focus: Emphasizing regular screenings, early diagnosis, and health education to preve...

“Investment - Knowledge Base”

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A Beginner’s Guide To Asset Classes The investment landscape can be extremely dynamic and ever-evolving. But those who take the time to understand the basic principles and the different asset classes stand to gain significantly over the long haul.  The first step is learning to distinguish different types of investments and what rung each occupies on the risk ladder.

2017 Kinesis Asset Annual Report

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Kinesis Asset Annual Report 2017 Here’s a PDF Document for Our 2017 Annual Report  In 2017, our Annual Report marked a pivotal moment of reflection and growth for Kinesis Asset. The review process was not just a routine exercise but a comprehensive evaluation of our performance, strategies, and goals. It provided a detailed account of our achievements, challenges, and the strategic decisions that shaped our path forward. One of the key highlights of the 2017 Annual Report was the significant progress we made in expanding our market presence. Through strategic partnerships and innovative product offerings, we successfully entered new markets and strengthened our foothold in existing ones. This expansion was not just about increasing numbers but also about building sustainable relationships and delivering value to our clients and stakeholders. Another crucial aspect of the report was the focus on operational efficiency. 2017 was a year of streamlining processes and optimizing resourc...