Kings Point Capital Management works with institutions such as endowments, foundations and trust companies. We provide advisory and institutional portfolio management.
Institutional
Kings Point Investment Strategies
Dividend Growth Portfolio
Predominantly large cap portfolio focused on dividend growth. Target lower volatility and higher yield than the S&P 500. Tax efficient, low turnover.
Core Portfolio
Growth at a Reasonable Price (GARP) all-capitalization equity strategy, tax efficient, low turnover.
Master Limited Partnerships
Focus on midstream energy transportation pipelines with “toll-road” business models. Higher yields than traditional equities with unique tax structures.
Cash Secured Put Writing
A put writing strategy on individual securities that is secured by cash balances and takes advantage of both market volatility and flat market environments.
Fixed Income
Individually selected bond positions combined in a portfolio to match a client’s duration and income needs. Research driven process to identify individual bonds, generally with high coupons and callable structures.
Preferred Shares
Yield securities, primarily from financial institutions.
Cash Management
Large cash balances managed by purchasing investment grade bonds with duration of 6-24 months.
Alternative Investments
Private investment opportunities that are uncorrelated with the public markets.
To learn more about any of our institutional strategies, please contact us.