Advantages of Separately Managed Accounts: customization, individual stock selection, active tax management, more transparency versus mutual funds, and ability to talk with a credentialed advisor about specific investment issues.
KAM South has three proven Investment Strategies:
Bank & Thrift Investment Strategy Bank & Thrift Key Facts Summary
With a focus on providing a total return from capital appreciation and dividends by purchasing publicly traded bank holding companies, the KAM South Bank & Thrift Investment Strategy is designed to produce current income from the interest and dividends of sound financial institutions.
Winston Heritage Focus Investment Strategy WHF Key Facts Summary
Winston Heritage Focus Investment Strategy focuses on capital appreciation rather than total return, and has a higher than normal risk and price volatility. WHF centers on publicly traded companies exhibiting fundamental growth characteristics across all sectors. The advisor provides ongoing oversight and management of the client’s investments in accordance with the advisor’s analysis of current economic and market conditions.
Diversified Portfolio Strategy SEI Private Trust Summary
In addition to the Bank and WHF Strategies, KAM South offers clients, in need of diversification a managed account strategy with SEI Private Trust Company. Clients who elect this approach will incur the fees charged by the collective investment funds, in addition to KAM South’s investment management fee.
