KAM South News

In a Changing Market, One Financial Advisor Sees Opportunity:  Christian Koch Forms Wealth Management Firm; Brings Unique Focus to Investment Management and Financial Planning for Georgia Families.

ATLANTA – Christian G. Koch, 41, a long-time investment manager and recognized equity research industry leader, today announced the formation of KAM South (kamsouth.com).

The new firm will provide families with highly-personalized and comprehensive investment management and financial planning through one fee-only structure. “The latest market decline has created equity price extremes which historically have tended to be solid entry points for long-term oriented investors,” said Koch. “This integrated business model has been an idea of mine for several years” said Koch, president and chief investment officer of KAM South. “Our goal is to bring institutional level money management services and integrate those with comprehensive financial planning,” Koch said.

“Financial Planning for Large Families™ and the in-depth research process was developed during the time I was focused on the financial planning certification program and the comprehensive CFP® board exam. In addition, I have been able to incorporate the “case method” approach used at Harvard Business School to evaluate a client’s financial situation to give a specific set of action recommendations tailored to meet their goals,” said Koch. Our Mission Statement is simple, “we regard the stewardship of your capital as a sacred trust. We pledge to provide the finest combination of service in both investment management and financial planning.” said Koch.

KAM South: A Wealth of Experience in Investment Management
Koch brings with him a solid understanding of disciplined value investing. With over 15 years of active investment management experience, Mr. Koch has also worked as a Managing Director for a large institutional money manager, bank trust department and as a financial analyst for a mutual fund complex. He is a Certified Financial Planner ™ practitioner and is a member of the New York Society of Securities Analysts and the Harvard Business School Club of Atlanta. KAM South is a Registered Investment Advisor (RIA) and is located in Atlanta. Those interested in learning more about the firm are encouraged to visit the firm’s website at kamsouth.com

Contact: Christian Koch, KAM South 404-843-3745