Committed to building better portfolios

Kaizen Mission Statement

Kaizen’s business goal is to help advisors create positive change in the way portolios are constructed. Our business model is structured to offer innovative risk-managed investment solutions to help you start, build, and grow your business. Every Kaizen Fund offering seeks to protect and grow wealth in any market environment. As our business plan evolves, we expect to offer a broader range of investment options that will meet the diverse portfolio needs of your clients.

Kaizen Culture and Values

Our culture at Kaizen is built on the need for open dialogue and education. We support an environment that thrives on teamwork, relationship-building and communication. The essence of Kaizen is one of positive change and continuous improvement. We fully embrace the concept that a series of small change events can drive meaningful transformational growth. We are passionate about the business of investing and are committed to doing everything we can to serve our clients to the best of our ability.

Relationship building

  • 1LISTEN CAREFULLY TO CLIENT NEEDS
  • 2BE PROACTIVE IN COMMUNICATING
  • 3MANAGE RISK, THEN SEEK RETURN
  • 4BECOME A TRUSTED PARTNER
  • People

    Kaizen is committed to doing first-class business. Our professional team is composed of knowledgeable industry veterans who understand your business needs and can add value.

  • Performance

    Over time, we expect Kaizen's investment solutions to provide the type of diversification and risk-adjusted returns that advisors want to add to their clients' portfolios.

  • Product

    Our innovative investment strategies offer a fresh approach to including alternatives in the portfolio construction process. We know that managing risk is paramount.

TOOLS

We encourage you to learn more about Kaizen.

Thomas R. Young
President
(630) 949-2070
email: info@kaizenfunds.com