Kaofoua Thao

Administrative Assistant & Client Relationship Coordinator at Sumnicht & Associates LLC

Kaofoua Thao

Kaofoua Thao

Administrative Assistant & Client Relationship Coordinator at Sumnicht & Associates LLC

Overview
RelSci Relationships

12

Relationships
RelSci Relationships are individuals Kaofoua Thao likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Sumnicht & Associates LLC

Relationship likelihood: Strong

Managing Director & Senior Wealth Manager at Sumnicht & Associates LLC

Relationship likelihood: Strong

Chief Investment Officer at Sumnicht & Associates LLC

Relationship likelihood: Strong

Chief Executive Officer, Director of Wealth Management at Endowment Wealth Management, Inc.

Relationship likelihood: Strong

Manager, Operations & Client Services at Sumnicht & Associates LLC

Relationship likelihood: Average

Human Resource Manager & Executive Assistant at Sumnicht & Associates LLC

Relationship likelihood: Average

Client Services Analyst at Sumnicht & Associates LLC

Relationship likelihood: Average

Senior Financial Operations Analyst at Sumnicht & Associates LLC

Relationship likelihood: Average

Wealth Tax Analyst at Sumnicht & Associates LLC

Relationship likelihood: Average

Chief Investment Officer at ETF Model Solutions LLC

Relationship likelihood: Average

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Kaofoua Thao
Administrative Assistant & Client Relationship Coordinator at Sumnicht & Associates LLC
Career History
Administrative Assistant & Client Relationship Coordinator
Current

Sumnicht & Associates employs a two-step asset allocation strategy for every portfolio. First, they create a Strategic Asset Allocation to establish parameters among asset classes. Then they create a Tactical Asset Allocation to optimize the long-term return of the portfolio while keeping the risk level constant. This tactical allocation is achieved by evaluating the chosen asset classes and appropriating the portfolio among select sub-asset classes.

Other Affiliations

Kaofoua Thao is affiliated with Sumnicht & Associates LLC

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