King Investment Advisors, Inc. caters to both individuals and institutions by offering a variety of services tailored to clients' investment requirements and needs. All KING's offerings draw on the value-oriented Business Valuation Approach.

Managed Services

KING's Multi-Cap Equity Portfolio has the flexibility of investing in stocks of any size. It benefits from our ability to invest in any segment of the market which offers the most value.

KING’s Socially Responsible Multi-Cap Equity Portfolios include restrictions based on socially responsible criteria. Such restrictions cover a large breadth of issues but commonly include one or more of the following: 1) no SIN stocks (alcohol, tobacco, and pornography); 2) no environmental polluters; 3) no companies making abortion-related products; 4) no defense-related stocks; or 5) no companies involved with animal testing.

KING's Large-Cap Equity Portfolio primarily invests in companies with market capitalizations of $5 billion or more. Stock holdings are broadly diversified across the Standard & Poor's ten economic sectors; sector rotation is minimal with sector concentrations limited to 30% of total portfolio value. The Portfolio is expected to generate an attractive income stream by investing in stocks with above average dividend yields compared to its benchmark average, the S&P 500 Index or the Russell 1000 Index.

KING's Balanced Portfolio is a more conservative approach offered to investors. This is often is appropriate for institutions and individuals who are more income-oriented, yet still desire some long-term growth. All equity strategies can be managed with the balanced portfolio discipline, combining equities with an income portfolio. The income portion of the portfolio employs Treasuries, Agencies, and investment-grade corporate bonds, including convertibles, preferred stock, and income mutual funds and ETFs.

With over 25 years of financial management experience, KING makes an immediate commitment to meeting our clients’ needs. After determining the appropriate investment strategy for a new client, we coordinate all of the administrative paperwork required to open the account. Our experienced personnel provide one-on-one assistance to facilitate the entire process. We are available by phone or email to answer any questions that arise. Building the relationship with our clients is as important as building our clients’ portfolios. We believe that proactive client support and active portfolio management combine to create successful, long-term partnerships.

For more information, please contact:

Houston Area:
Todd Stephens
tstephens@kingadvisors.com
713.961.0462

Dallas/Fort Worth Area:
Matt Lux
mlux@kingadvisors.com
972.719.9091