Our firm’s specialty is investment management.

As a firm, KING is an investment management firm with a time-tested, value-driven selection process. We believe value can be found in different types of securities at different points in the economic cycle—an approach that has served our clients well through varied financial environments. Our experienced professionals have achieved a proven long-term track record managing portfolios for our clients. We have considerable resources available for investment research and analysis, from both internal and external sources.

Our personnel include seven investment professionals and a dedicated administrative staff. Our financial planners average more than 18 years of experience in the industry and hold their Certified Financial Planner™ designations. KING offers in-depth investment research and management capabilities with four Chartered Financial Analysts. Our portfolio managers average over 27 years in the investment management industry. KING's experienced professionals are dedicated to protecting and growing our clients' wealth.

WMS Investment Management Process

KING’s Wealth Management Services follows a six-step investment management process that replicates the disciplined approach used in managing large institutional pension and endowment funds.

As a KING WMS client, you will participate in a comprehensive evaluation of your investment goals. This important profile will provide us with the information needed to design an asset allocation specifically suited to your needs, time horizon, and risk tolerance. Our review includes an analysis of any tax implications to be considered when structuring your portfolio.

The resulting portfolio will consist of multiple asset classes, chosen according to your investment policies and guidelines. Such asset classes include U.S. and international stocks, bonds, real estate, natural resources, and other alternative investments. KING’s Wealth Management Services portfolios typically comprise no-load or load-waived mutual funds, exchange traded funds (ETFs), and other specialized investments. Many portfolio mutual funds are institutional class shares (lowest expense) or successful funds closed to retail investors. 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 and market experience to construct low-cost, well-diversified portfolios, using highly successful investment managers—maximizing the probability of achieving your financial goals.

Tactical Asset Allocation Strategy

While your portfolio’s asset allocation adheres to your appropriate investment policy guidelines, KING’s WMS implements periodic and opportunistic adjustments to your portfolio, with the goal of potentially improving investment performance. Factors such as economic, market, demographic, and geopolitical trends are considered in formulating tactical modifications. KING WMS does not attempt to "time" when to get in or out of the market, as this strategy rarely succeeds in the long run.