Korving & Company LLC

Korving & Company LLC is a Virginia-based investment advisory firm founded in January 2010 by Arie J. Korving and Stephen J. Korving. The firm offers investment advisory services, financial planning, and consulting services to clients. Clients can engage the firm for discretionary investment advisory services based on a percentage of the market value of assets under management. The firm tailors its services to help clients achieve personal long-term goals such as retirement planning, education funding, and legacy planning. Korving & Co. primarily allocates client assets among various investment options like mutual funds, ETFs, bonds, and stocks. The firm's investment philosophy focuses on preserving client wealth while identifying opportunities with attractive return potential relative to risk. They use a combination of top-down and bottom-up analysis to determine asset allocation and select mutual funds. Clients are encouraged to review financial planning issues and account performance annually. Korving & Co. does not participate in wrap fee programs and does not accept performance-based fees. The firm acts as a fiduciary under ERISA and IRC laws, prioritizing clients' best interests. Clients are provided with regular account statements and transaction confirmations from the custodian. Korving & Co. does not vote client proxies and does not solicit fees in advance exceeding $1,200 per client. For further details or to address any questions, clients can contact Arie Korving, the Chief Compliance Officer.