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.
Individual
Portfolio Management
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- Customized portfolio of individual securities
- Over 75 years of investment experience
- Fundamental research process
- Tax sensitive investing
Consolidated Reporting
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- WealthScope multi-custodian proprietary reporting system
- Consolidated tax reporting across multiple investment firms and custodians
- Uniform performance and benchmark analysis across all accounts
Team Approach
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- Coordination with client’s advisory team including CPA, estate attorney, insurance provider, mortgage lender or trust company
- Holistic approach to wealth transfer solutions
- Customized solution
Direct Access
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- Kings Point Capital Management is an owner-managed firm with accountability to clients, not shareholders
- Each client has a primary contact, but also access to the full investment team
- Boutique feel rather than global firm with layers of management
Free Statement Review for Prospective Clients
Kings Point Capital Management will conduct a detailed statement review of a prospective client’s various investment accounts to help answer the following questions:
- What has the performance of my investments been historically compared to a relevant benchmark?
- What are the all-in investment fees, including underlying mutual fund expenses?
- Are mutual funds and the additional layers of fees necessary when direct stocks and bonds could be purchased instead?
- Is the investment approach customized to my needs or does it feel like an “off-the-shelf” packaged product?
- Are my investment returns keeping up with inflation?