King Investment Advisors provides wealth management to a diverse group of clients, including individuals, families, business owners, and trusts. KING's management process uniquely combines value with a growth overlay to build customized stock, bond, and mutual fund portfolios for individual investors. This approach has served our clients well for many years in varied financial environments.
Our investment management services include:
With thirty years of financial management experience, KING is committed to meeting our clients’ needs. We can coordinate our services with those of our clients’ tax, legal, and other advisors. After determining the appropriate investment strategy for a new client, we prepare 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.