Kevin Banks
Vice President and Financial Expert in California
Kevin Banks,
one of the Vice Presidentsat Aurora Liberty, is renowned for his expertise and strategic foresight in the financial sector, cultivated over a distinguished 17-year career. His foundational years at Vanguard as a financial analyst were critical, where he immersed himself in the intricacies of examining financial data to help clients―which may include businesses, organizations, and individuals―make informed financial decisions and provide strategic guidance to help improve their profitability by navigating market cycles to follow a continuous upside trend and develop financial strategies that can help maximize the performance of their investments with real products like real estate, farmland, energy and oil, commodities, and precious metals holdings..
Known for his educational approach providing diversification tools, and alternative exposure of the stock market, traditional and alternative investments, and self-directed IRAs. This extensive learning curve allowed Kevin to master the nuances of financial markets, setting the stage for his later achievements.
Among his most notable accomplishments was his leadership during the 2008 financial crisis, where his adept strategies safeguarded clients from losses of 40 to 68%, showcasing his exceptional risk management and investment planning skills. Today, Kevin oversees a formidable team of 12 financial analysts and 8 economists from top-tier universities like USC, Harvard, and Yale, along with 25 dedicated associates, managing a client book exceeding $600 million in Assets Under Management (AUM).
Kevin's client roster is predominantly comprised of high-net-worth individuals, industry executives and investment bankers, all seeking to protect and grow their own or their clients' portfolios amidst market uncertainties. This discerning clientele benefits from the Crisis Investing technique a bespoke strategy that Kevin has followed and added top of the line additional value to this approach and has proven remarkably successful, delivering returns upwards of 600% for some clients by aligning deep market insights, by providing constant communication to display superior customer service, and custom tailoring a portfolio that will give you the best possible outcome to accomplish the goals you are looking to achieve with individual financial aspirations.
“If it's meant to be, it's up to me.”