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.
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- Customized portfolio of individual securities
- Over 75 years of investment experience
- Fundamental research process
- Tax sensitive investing
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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
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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
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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?