Value Based Investing

Where Financial Planning Meets Responsible Investment Considerations

We work with families, business owners, and institutions to develop investment strategies that consider financial objectives alongside client defined ethical and responsibility preferences. Our services are designed to support long-term planning through disciplined portfolio construction and ongoing advisory guidance.

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Our Approach

Our approach integrates traditional investment management practices with value based considerations identified by the client. In doing so, we focus on three key areas:

  • Value based considerations:  incorporating investment screens or exclusions based on client identified ethical, social, or other non-financial preferences.
  • Investment discipline:  portfolio diversification, risk management practices, and tax planning, as appropriate to each client’s circumstances.
  • Stewardship perspective:  evaluating investments with attention to long-term sustainability and alignment with stated client priorities.

Investment Strategies and Services

  • Client Directed Screening: Implementing customized investment criteria based on client preferences.
  • Exclusions & Constraints: Limiting exposure to certain industries or activities at the client’s direction.
  • Value Oriented Allocation: Allocating a portion of the portfolio to investments that align with specified non-financial considerations, when suitable.
  • Tax & Estate Coordination: Coordinating investment strategy with tax planning, charitable objectives, and estate considerations in collaboration with a client’s other advisors.

How We Work With Clients

Each client relationship begins with a confidential discussion to understand financial goals, investment constraints, and planning considerations. Investment recommendations are developed based on:

  • Stated financial objectives (such as retirement, education funding, or legacy planning)
  • Client identified values or investment preferences
  • Risk tolerance, liquidity needs, and investment time horizon.

Investment strategies are reviewed periodically and adjusted as circumstances, objectives, or market conditions change.

How We Work With Clients

Every relationship begins with a confidential conversation focused on priorities, responsibilities, and long-term goals. From there, we design an investment plan shaped by:

  • Personal and family objectives (retirement, education, legacy planning)
  • Ethical preferences and advisory considerations
  • Risk tolerance and investment timeframe

Getting Started

Schedule a private, no-obligation consult. We’ll take time to understand your unique priorities, answer both halachic and financial questions, and propose a tailored plan designed to align with your values and long-term goals. Our process is confidential, client-focused, and built to give you clarity and confidence before making any decisions.

About Our Team

Moshe Silver, CFP® — A seasoned adviser with decades of experience guiding families and institutions, offering financial expertise rooted in integrity and long-term stewardship. He has worked extensively with Orthodox and Hasidic families, helping them align their financial growth.
Rabbinic Liaison — Available to provide consultation on minhag and halachic matters, ensuring that every financial plan is reviewed with sensitivity to communal standards and Torah principles.

Yes — we have experience working with congregations and chinuch institutions to build conservative, halachically reviewed portfolios.

Values & Disclosures

We honor client confidentiality and act as fiduciaries. Investments involve risk; past performance is not a guarantee of future results. Our halachic screening is offered as a service and does not replace personal rabbinic guidance.

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4910 13th Ave
Brooklyn, NY 11219

Call

(718) 436-2111

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Email

Info@kenswealth.com

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Contact

4910 13th Ave

Brooklyn, NY 11219

(718) 436-2111

Disclosures

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Kensington Wealth Management (KWM) is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Viewing this website or contacting KWM does not create an adviser–client relationship unless and until a formal agreement is executed.

The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk including loss of principal. KWM does not provide tax, accounting, or legal advice to our clients, and all investors are advised to consult with their tax, accounting, or legal advisers regarding any potential investment. Past performance does not guarantee future results.  Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable. Changes in investment strategies, contributions or withdrawals, and economic and market conditions will materially alter the performance of your account. All investing involves risk of loss including the possible loss of all amounts invested.

KWM strives to provide accurate and up-to-date information. However, we make no representations as to the accuracy, completeness, or timeliness of the information contained on this website. Information may be changed or updated without notice The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow up or individualized responses to consumers in a particular state by Kensington Wealth Management in the rendering of personalized investment advice for compensation shall not be made without first complying with applicable jurisdiction requirements or pursuant to an applicable state exemption.

Kensington Wealth Management is an independent registered investment adviser and is not a broker-dealer. Client accounts are held at unaffiliated custodians, including Interactive Brokers LLC and Charles Schwab & Co., Inc., which may charge brokerage commissions and other transaction-related fees in addition to advisory fees.

Is a registered investment adviser offering advisory services in the State of New York, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation. Follow-up or individualized responses to consumers in a particular state by in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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