At KJLK & Co., LLC, we are dedicated to providing exceptional portfolio management services to our clients. With a team of highly accomplished professionals and a commitment to delivering superior results, we aim to be your trusted partner in achieving your financial goals.
Co-Chief Executive Officers (CEOs)
Dr. Julia S. Kwok and Mr. Joe R. LaTurner
Chief Financial Officer (CFO)
Dr. Halil D. Kaya
Chief Operating Officer (COO) & President
Mr. Bret E. Travis
Committee of Chief Investment Officers (CIOs)
Dr. Halil D. Kaya, Dr. Julia S. Kwok, Mr. Bret E. Travis and Mr. Joe R. LaTurner
Dr. Julia S. Kwok, Professor of Finance at Northeastern State University (NSU), dedicates her research efforts in alternative investments, sustainability, corporate governance, capital budgeting, and venture capital. She has presented her research at national and regional finance conferences and published extensively in reputable journals. Prior to her tenure at NSU, Julia gained valuable experience in strategic planning and financial management in the telecommunications industry. With notable achievements including serving as President of the Southwestern Finance Association and Chair of the Department of Accounting and Finance at NSU, she has received prestigious awards such as Educator of the Year, Women of Distinction, and President's Model the Way. Julia holds a doctoral degree from Virginia Tech and is a member of honor societies such as Phi Kappa Phi, Beta Gamma Sigma, Golden Key Honor Society, and Phi Beta Delta International Scholars.
Dr. Julia S. Kwok, Professor of Finance at Northeastern State University (NSU), dedicates her research efforts in alternative investments, sustainability, corporate governance, capital budgeting, and venture capital. She has presented her research at national and regional finance conferences and published extensively in reputable journals. Prior to her tenure at NSU, Julia gained valuable experience in strategic planning and financial management in the telecommunications industry. With notable achievements including serving as President of the Southwestern Finance Association and Chair of the Department of Accounting and Finance at NSU, she has received prestigious awards such as Educator of the Year, Women of Distinction, and President's Model the Way. Julia holds a doctoral degree from Virginia Tech and is a member of honor societies such as Phi Kappa Phi, Beta Gamma Sigma, Golden Key Honor Society, and Phi Beta Delta International Scholars.
Dr. Halil D. Kaya is a Professor of Finance at Northeastern State University. His research interests include corporate finance, financial markets, and entrepreneurship. He has over 150 academic journal articles in these areas, two of which received the best paper awards at academic conferences. Before coming to Northeastern State University in 2013, he taught at Eastern Kentucky University, Kansas State University and Texas Tech University. He has been affiliated with Financial Management Association, Southern Finance Association, Southwestern Finance Association, and Kentucky Economic Association where he served as the President. He is a member of Beta Gamma Sigma, and he has passed Level II of Chartered Financial Analyst (CFA®) Program.
Bret E. Travis is a seasoned financial professional based in Tulsa, Oklahoma. With a strong background in investment advisory and wealth management, Bret has been serving clients' financial needs since 2010. Currently, Bret holds the position of Investment Advisor Representative and Enrolled Agent with Melia Wealth, LLC, a reputable financial services firm. Since joining the company in January 2012, he has been providing expert guidance and personalized solutions to help clients achieve their financial goals. In addition to his role at Melia Wealth, Bret is also the sole and managing member of ATFS, LLC, a company he established in January 2010. This entrepreneurial endeavor showcases Bret's versatility and commitment to managing his own business while simultaneously assisting clients through his involvement with Melia Wealth. Prior to joining Melia Wealth and ATFS, LLC, Bret gained valuable experience as a Registered Representative and Investment Advisor Representative with HD Vest Investment and Advisory Services. From January 2010 to July 2015, he successfully helped clients navigate the complexities of the financial market and develop comprehensive investment strategies. Bret's extensive knowledge and expertise in the financial industry, combined with his dedication to client satisfaction, make him a trusted advisor in the field. With a passion for helping individuals and businesses secure their financial future, Bret Travis is committed to delivering exceptional service and tailored financial solutions to his valued clients.
At KJLK & Co., LLC, our investment philosophy is built upon the collective knowledge, expertise, and acumen of our partners. We believe in a conservative and disciplined approach to investment management, focusing on long-term value creation and risk management. Our team combines extensive research, data analysis, and market insights to make informed investment decisions. By leveraging our diverse backgrounds and deep industry knowledge, we seek to generate consistent returns for our clients. We prioritize capital preservation, sustainable growth, and tailored solutions to meet our clients’ unique investment objectives.
Stay informed with our Market Insights section, where we share timely analysis and expert opinions on various market trends and investment topics. From economic indicators to sector analysis, we provide valuable insights to help you navigate the dynamic financial landscape. Whether you are an individual investor or a financial professional, our Market Insights will empower you to make informed decisions.
We look forward to hearing from you and assisting you in realizing your investment goals.
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