Kings Point Capital Management LLC is an investment manager
and advisor serving individual and institutional clients
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.
INSTITUTIONS
Kings Point Capital Management works with institutions, such as endowments, foundations, and trust companies. We provide advisory and institutional portfolio management.
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.
