Individual
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Individual

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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.

  • Portfolio Management

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

  • Consolidated Reporting

    • 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

    • 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

    • 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

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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?