KING offers a variety of services tailored to each client's investment requirements and goals.

In today's complex economic environment, an increasing number of investors are seeking professional guidance. Whether it is a comfortable retirement, funding college education, or leaving a legacy, KING has helped our clients reach their financial goals with a proven investment approach, providing satisfaction and peace of mind.

As an independent Registered Investment Advisor, KING has access to a wide variety of investments. We apply our expertise and market experience to construct diversified portfolios—to help clients achieve their financial goals.

Stocks

Our equity accounts are managed with the goal of providing outstanding long-term investment results. King Investment Advisors uses the Business Valuation Approach to identify undervalued securities which exhibit attractive risk/return profiles. Our definition of value is broader than that of most traditional value managers. In evaluating an equity security for purchase, we seek to identify stocks which trade at a sharp discount to the company’s estimated private-market value (the price a private buyer would pay to acquire a company given its projected cash flows, balance sheet characteristics, and potential future earnings); stocks trading at the lower end of their historic valuation range based on fundamental criteria; and/or stocks of companies generating earnings which are growing faster than the overall market, but trading at a discount to the market on a relative basis.

Bonds

We manage our fixed income assets by employing the same philosophy and goals used in our equity management. Combining our clients’ investment objectives and constraints with our economic and interest rate outlook, first we develop a proposed portfolio structure. We purchase fixed income instruments, evaluating each security by its credit quality, liquidity, and total return potential. The types of instruments selected are as varied as our clients’ objectives; they may include Treasuries, Agencies, Yankees, high-grade municipals, investment-grade corporates, high-yield corporates, convertibles, and preferred stocks. Unless specifically requested by a client, we do not invest in mortgage derivative products or interest rate futures. Once the model portfolios are built, we actively manage the individual securities, striving to find issues with the best risk/return profiles consistent with the clients’ long-term investment objective.

Mutual Funds and Exchange Traded Funds (ETFs)

Depending on a client’s investment objectives, risk tolerance, and financial profile, KING may construct portfolios consisting of multiple asset classes. Such asset classes include U.S. and international stocks, bonds, real estate, natural resources, and other alternative investments. Combining these selected investments into a customized asset allocation portfolio is an important step in minimizing risk while maximizing return.

As an independent, full-service firm, we have access to unlimited investment products through several discount brokerage trading platforms. Through this partnership, we apply our expertise to construct low-cost, well-diversified portfolios, using highly successful investment fund managers—maximizing the probability of achieving your financial goals.

Through the entire process, the client’s taxable or tax-exempt status, the need for liquidity, the time horizon, and the defined risk level determine the portfolio parameters.

Retirement Plan Services

KING's experienced professionals will evaluate your current plan and provide recommendations to refine the plan. We may also design and implement appropriate investment strategies consistent with the plan objectives, write an Investment Policy Statement to document the plan goals and investment selection process, as well as provide ongoing monitoring and employee communication. In the role as a third party, independent investment advisor, KING serves as the “prudent expert” to the plan committee, avoiding potential conflicts of interest associated with plan providers recommending their own funds. Since KING serves solely as the investment advisor, we either work with the existing plan provider(s) or make recommendations for third party administration and custody services.