Kanon Bloch Carré, a division of RINET Company, LLC., has been providing independent investment consulting services to retirement plan sponsors and other institutional investors since 1993. As a fee-only independent advisor, Kanon Bloch Carré (KBC) does not receive any compensation from asset management or brokerage firms. Their independence removes the conflicts of interest inherent when the investment provider offers advice.

Services
Over the past ten years, KBC has developed proprietary research, investment management and retirement plan services unique from other service providers due to the emphasis placed on investment risk, not simply positive returns. By focusing on the risks associated with individual investments and how they interact within a portfolio, they are able to develop well-diversified portfolios that seek consistently strong returns and mitigate risk through effective asset allocation, diversification and investment selection.

Using proper asset allocation, diversification and investment selection, KBC provides institutional clients with professional investment advice that employs the same comprehensive analytical tools available to the most sophisticated investment organizations.

Kanon Bloch Carré's proprietary services are used by mutual fund families, registered investment advisors, insurance companies, bank and trust companies, retirement plan sponsors and the media. They provide information and time sensitive research to investment companies and national publications including the Wall Street Journal, Bloomberg, USA Today, Barron's, Associated Press, Reuters and CNBC.

Research Services
Kanon Bloch Carré collects current information and conducts detailed analyses of more than 19,000 mutual funds from over 500 fund families. They evaluate over 250 historical data points that measure fund returns, risk, style and fees in over 38 different investment peer groups or sub-asset classes.

Their evaluation methodology enables them to identify suitable investments for various market conditions. They use a combination of standard deviation, semi-variance, specific bear market performance and other risk based characteristics to evaluate downside volatility. KBC's emphasis on downside risk is the focus that makes their research unique.
Organizations that benefit from KBC's extensive database and objective research include:

• Mutual fund families
• Mutual fund supermarkets
• Brokerage firms
• Registered investment advisors
• Investment consultants
• Banks and insurance companies
• Trust companies
• Newsletter publishers

KBC furnishes information and time sensitive research to investment companies and national publications including the Wall Street Journal, Bloomberg, USA Today, CNBC and Barron's. They tailor information to clients' needs and create insightful analyses such as asset weighted fund family comparisons and 401(k) marketplace studies.