Kings Point Capital Management provides financial advisory services to high net worth individuals, families, and retirement plans. Our personalized services include detailed financial planning, cash management and asset allocation. We utilize equity, fixed income and other yield-oriented investments to help meet your cash flow and long term investment goals.
Using a team approach, we employ state of the art technology and extensive experience to invest for our unique client base. We strive to provide the highest quality client services with direct access to our principals.
The first and most important phase in providing our financial advisory services is to thoroughly understand our clients’ needs, objectives, and risk tolerances.
Each client’s situation is different. Our team has extensive experience developing investment plans for various situations, including:
Business Transitions
Shift of Financial Responsibilities Due to a Death or Divorce
Change of Investment Manager
Inheritance Received
Retirement Planning
After understanding the specific circumstances, the following services are tailored to each client:
Wealth Preservation Planning Wealth preservation is always a priority while managing your assets. We balance risk and returns in the most efficient way possible to help achieve your goals while protecting your capital.
Asset Allocation Review and Portfolio Customization Research demonstrates that over 91% of a portfolio’s return is dependent upon the allocation of assets. Our method of asset allocation uses the Markowitz Mean Variance Optimization (MVO) to balance various assets’ risks and returns to help achieve the most efficient portfolio.
Equity, Fixed Income, and Yield Income Alternatives The asset allocation process drives the structure of your portfolio. This structure will comprise a number of constituents including equity securities (growth, dividend value, and MLP), fixed income (taxables and tax-free), alternative investments (hedge funds and real estate) and cash.
Single Stock Risk Management Balancing the risks and rewards associated with a concentrated stock position requires a legal, structured, and transactional understanding on a case by case basis. With our 70 years of experience, we will develop a comprehensive and cohesive plan to help meet your specific needs.
Alternative Investments and Analysis Although alternative investments are in vogue, very few are profitable. In each case, we will thoroughly analyze each proposed structure to determine its potential for success and inclusion in your portfolio.
Coordination of Estate and Tax Planning Services To insure that all decisions made are tax efficient and appropriate from an estate planning standpoint, we will work closely with your current tax and estate planning advisers.
Consolidated Portfolio Reporting Our portfolio management technology allows us to present you with a comprehensive report at the end of each quarter. In addition, you will receive a monthly statement from your custodian.