Kings Point Capital Management LLC

15234

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Kings Point Capital Management, LLC is an investment manager
and advisor serving individual and institutional clients

Client Login

HOW WE ARE DIFFERENT

FIRM STRUCTURE & HISTORY

Founded by Goldman Sachs executives with offices in New York and Tennessee, we advise and manage investment portfolios as an independent, fee-based Registered Investment Advisor.

FUNDAMENTAL RESEARCH

We analyze financial data, perform fundamental research, and meet with management teams of the companies we own for clients. Our portfolio managers combine thorough, independent research with analysis done by many of Wall Street's leading research firms when selecting securities for our client portfolios.

FAMILY AND INSTITUTIONAL CLIENTS

We manage investment portfolios and provide consolidated reporting for families with significant net worth. We also advise and manage investment portfolios for endowments, foundations, and trusts.

INDIVIDUAL SECURITIES

We build portfolios primarily using carefully researched individual securities rather than mutual funds.

FOCUSED PORTFOLIO

We believe that a concentrated equity portfolio of 20-30 individual stocks is superior to owning hundreds or thousands of stocks.

CUSTOMIZED SOLUTION

We believe every client deserves a customized solution. From portfolio construction to financial planning to interfacing with a client’s CPA and estate attorney, we deliver a highly customized solution.

CLIENT PROFILE

HIGH NET WORTH FAMILIES AND INDIVIDUALS

Kings Point Capital Management works with families and individuals who have significant wealth. We provide custom portfolios built with direct securities, consolidated reporting and access to alternative investments.

CLICK TO LEARN MORE ABOUT FAMILY SERVICES

INSTITUTIONS

Kings Point Capital Management works with institutions, such as endowments, foundations, and trust companies. We provide advisory and institutional portfolio management.

CLICK TO LEARN MORE ABOUT INSTITUTIONAL SERVICES

HISTORY

Kings Point Capital Management was founded by Jack Salzman, a former Goldman Sachs Partner (Head of Equity Research Marketing and Product Development), and Jeffrey Bates, previously a vice president in Private Wealth Management at Goldman Sachs. Jack and Jeff have over seventy-five years of collective experience managing investment portfolios for high net worth families, individuals, and institutions.

RECOGNITION

Kings Point Capital has been recognized by industry leading publications