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 "Customization"
is not a sales slogan, but a reflection of our belief that every
investor should maintain an investment portfolio that reflects
their unique circumstances. As a client, you deal directly with
a portfolio manager, not a "relationship officer" or
salesman, who will build a core portfolio of individual stock
and bond holdings targeting your objectives. In addition to active
investment management, we may direct you to a combination of external
investment managers including hedge funds, and in some cases no-load
mutual funds and exchange-traded funds to complement your core,
long-term holdings.
Our Advantage
Customized Investment
Approach. Portfolios are individually
tailored to meet our clients' investment objectives. Clients deal
directly with a portfolio manager who understands your financial
situation and manages your assets accordingly.
Client Focus. We
focus on after-tax, net returns, avoiding the "Achilles heel"
of certain mutual funds and managed products. We do not liquidate
your assets and replicate a given model portfolio. Instead, we
transition existing holdings, managing around low-basis positions
when required.
Transparency.
Unlike our competitors, we like talking to you about fees. Our
asset-based management fee positions us as a partner in your financial
achievement. We are rewarded in proportion to the growth of your
assets under management, not by the number of transactions.
Superior Service.
You will receive details on your account through monthly statements
from your custodian, quarterly portfolio reports and periodic investment
newsletters, and web-based account access. Our portfolio managers
will also schedule regular portfolio reviews with clients to remain
engaged over time.
Competitive Costs.
Because there is no "middle-man" between you and Kingfisher Capital, overall costs can be less than those of financial advisors
who are either recommending mutual funds or pre-packaged selections
of institutional money managers.
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Wealth
Trust Advisors Charlotte, NC
