Private Client Portfolio Management | Institutional Portfolio Management | Wealth Management Services | Corporate Retirement Plan Services

Private Client Portfolio Management. KING offers private asset management portfolios of individual equities and bonds, tailored to the individual client's investment profile. Our portfolio options for discretionary, separate accounts include: Multi-Cap Equity, Large-Cap Equity, Balanced, Mid-Cap Equity, Small-Mid-Cap Equity, Small-Cap Equity, Socially Responsible Equity, and Socially Responsible Balanced.

Institutional Portfolio Management. Since 1981, KING has provided investment guidance to a diverse institutional clientele. Through the years, our established Business Valuation Approach has proven to be beneficial for corporations, employee retirement plans, endowments, and foundations. Research, Integrity, Focus, and Client Service These are the experienced principles governing everything we do at King Investment Advisors for the institutional and the private investor alike.

Wealth Management Services. Wealth Management Services includes financial planning, investment management, reporting, client education, and ongoing communication. In order to provide professional advice concerning your financial matters, a financial plan may be recommended to identify your goals, analyze your current financial situation, and outline the steps necessary to accomplish those goals. A customized plan is developed from the information you provide and on assumptions we determine together.

Corporate Retirement Plan Services. King Investment Advisors’ experienced financial professionals will evaluate your current retirement plan and provide recommendations to refine the plan. KING currently assists large and small organizations, from a Fortune 500 subsidiary to small companies such as physician and dental groups. In many cases, KING acts as a third party independent advisor over an existing relationship with current plan providers.