About Us | Our Credo | Advisory Board | Videos
KAM South Mission
We regard the stewardship of your capital as a sacred trust. We place client needs first, and remain focused on how to best manage your capital. We pledge to provide the finest combination of service in the areas of investment management and financial planning.
About KAM South
KAM South is a Fee-Only wealth management firm, offering Investment Management and Financial Planning Services. As a Fee-Only advisor, KAM South receives compensation from its clients only for the services it provides; fees are not contingent on the purchase or sale of financial products which allows KAM South to offer objective and unbiased advice to its clients. It is the aim of KAM South to provide a holistic method of wealth management, integrating the disciplines of investment management and financial planning for each individual client or family.
Christian Koch, CFP®
Christian G. Koch, President and sole owner of KAM South, is a long-time investment manager and recognized equity research industry leader. Koch is a Certified Financial Planner ™ Professional, and is a member of the New York Society of Securities Analysts, the Financial Planning Association of Georgia, and the Harvard Business School Club of Atlanta.
Converting Your Investment Portfolio into Retirement Income
At KAMSouth, we also specialize in providing retirement income strategies. Our investment process is designed to develop customized portfolios to achieve predictable and sustainable income. The economics of the new retirement are such that one must develop an income and investment plan that supports the “De-cumulation” phase. The best analogy is a Mt. Everest climber who spent all of his time planning the climb up and no time planning his descent down. Most accidents happen on the descent, after the hiker has made it to the top. Converting your investment portfolio into retirement income is critical. It requires a different strategy than that of the accumulation phase. Our unique retirement strategy focuses on individual securities with attractive interest and dividend characteristics without over-emphasizing fixed income investments.
