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Our Firm

 

At MDK Financial Group, Inc., we regard our relationship with each client as a partnership. We strive to establish long-term investment objectives and to assist our clients in monitoring their investment results to help assure the achievement of their goals. For 403(b) and Wealth Management Program (WMP) client accounts, MDK makes available a strategy which selects, allocates, monitors and rebalances as appropriate institutionally approved investments.

Our Philosophy & Approach
Utilizing the financial profile, which is designed to determine client objectives, risk tolerance, and current financial need, we formulate an investment plan and financial strategy. MDK and the client discuss the initial investment plan and agree to the financial strategy.

The Power of Objectivity
As an objective third party, we help you evaluate the many alternatives in the marketplace to determine which investment services that are suitable to meeting those needs. We perform research on the universe of investment alternatives. Recommendations are based solely on their value and potential to help our clients reach their financial goals. If appropriate, retirement savings and personal investments are allocated in line with the 9 MDK recommended portfolios with the intent of accomplishing the highest probability of achieving and maintaining financial independance. We position client investments to match an acceptable amount of market risk, develop investment alternatives suitable for long-term investing, athough investing based upon strategies or models does not assure a profit , guarantee against loss and past performance is not guarantee of future results, thus we promote diversification that strives diminish the volatility of the portfolios.

The Research Process
Our experience has shown that clients are best served with a customized blend of investment services. We work closely with and continually analyze an extensive network of competitive institutional money managers that specialize in managing specific areas of the market. Based on the unique needs of each client, we will ultimately recommend an alliance of these services that seeks to provide a highly effective and efficient investment solution.

Collective Experience
We believe that high-value advice comes from the wisdom of collective experience. The increased volatility and complexity in today’s financial markets magnifies the need for clear and actionable advice. We believe this clarity is best achieved by drawing on the expertise and perspectives of Portfolio Managers, Directors of Research, and Chief Investment Officers at various investment companies. We believe financial wisdom is gained through collective experience and are pleased to let our hindsight be your foresight.

Our Commitment to You
The success of your investment portfolio ultimately depends on how well it reflects your overall goals and objectives and how well it adapts to changes in your needs and the financial marketplace. MDK Financial Group, Inc. is a full service financial firm committed to continually respond to changes in our client's needs with innovative and objective solutions. Through Royal Alliance Associates, we offer a wide range of financial products (securities) and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. 

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 Michael D. Krost is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AL; GA; IN; TN; PA; OR; OK; OH; NY; NM; NJ; NE; WA; VA; TX; NC; MO; MD; MI; MA; LA; KY; KS; IL; FL; AZ; CA; DE; CO; AR. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Michael D. Krost Individual is also separately registered as an investment adviser representative under MDK Financial Group, Inc., a registered investment advisor, not affiliated with Royal Alliance Associates, offering advisory services in the state(s) of AL; GA; IN; TN; PA; OR; OK; OH; NY; NM; NJ; NE; WA; VA; TX; NC; MO; MD; MI; MA; LA; KY; KS; IL; FL; AZ; CA; DE; CO; AR in which the RIA is registered. As such, these services are strictly intended for individuals residing in state(s) where MDK Financial Group.


IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.


"PLEASE NOTE: The link(s) that is being provided is strictly a courtesy. When you link to any of the websites provided here, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites."
 


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