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Can I transfer money from another financial institution for KFAC to manage?

April 26, 2017financial institution kfac manage money transfer

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Can I transfer money from another financial institution for KFAC to manage?

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A. Certainly. A significant percentage of the money we manage came to us as a result of clients transferring assets from other firms. If the money is invested in securities at the other firm, we will work with clients to determine if the investments themselves should be transferred, or if it would be more appropriate to liquidate the assets and transfer the cash.