The KAM South Investment Process
Advantages of Separately Managed Accounts at KAM South:
Customization, individual stock selection, active tax management, more transparency versus mutual funds, and ability to talk with a credentialed advisor about specific investment issues.
Our Three Proven Investment Strategies:
Bank & Thrift Investment Strategy Download Brochure
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 Download Brochure
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 Download Brochure
In addition to the Bank and WHF Strategies, KAM South offers a balanced managed account strategy for clients in need of diversification, including Retirement Planning Advice with Comprehensive Financial Tools.
Download Earnings Track Record Chart
Our Unique Retirement Planning Process:
Unique 4-Step Process Download Details
Each of our clients receives the benefit of working within our Unique 4-Step Process System — each step is designed to help the individual achieve the most optimal retirement plan, based on their main goals and objectives.
KAM South’s ability to live up to its branding motto “We Build Wealth” is due to the unique process system that Koch has developed, where each client works within the firm’s unique Retirement Income Planning Process. It’s a process that perfectly marries the portfolio construction research with the human dynamic of shepherding clients through the process of retirement.
IRA Distribution Strategies:
KAM South and Ed Slott’s Elite IRA Advisor Group
Christian Koch is an active member of Ed Slott’s Elite IRA Advisor Group and is featured on Ed Slott’s America’s IRA Experts Web Page.
Ed Slott’s Elite IRA Advisor Group actively educates financial advisors who want to take IRA planning for their clients and their families to the next level. Ed Slott’s Elite IRA Advisor Group is an exclusive membership group dedicated to leadership in the IRA industry. Member advisors receive continuous training through live workshops, webcasts, email alerts and support from IRA Technical Experts. There are 400 members throughout the country armed with current, cutting-edge IRA information to help serve their clients.
For additional information about the KAM South Affiliation with Ed Slott’s Elite IRA Advisor Group,
• Press Release about Ed Slott’s Exclusive Retirement Planning Workshop attended by KAM South
Divorce Financial Planning:
Divorce is never easy. Let KAM South help. Download Brochure
As a Certified Divorce Financial Analyst, Christian G. Koch CDFA ™ specializes in analyzing and forecasting the long-term effects of a proposed initial settlement offer, the tax consequences of dividing property, pension plans, 401Ks, health insurance coverage and determining what your financial picture will look like 10 and even 20 years down the road.
Our divorce financial services include: 1) Evaluation of current situation; 2) Explanation of financial implications of proposed division of assets and possible settlements; 3) Forecast of expenses and retirement needs along with analysis of net worth and cash flow; 4) Develop post-divorce financial plan; 5) Offer wise counsel on financial decision-making throughout the divorce process.
Divorce typically takes longer than expected and an extended divorce can have a significant economic impact. We offer a Basic Divorce Planning Financial Service that includes an initial meeting to discuss your current situation. We focus on your immediate and long-term financial concerns and objectives, plus an analysis of your current financial situation and recommendations on how to proceed.
We also offer a Comprehensive Service that includes our basic service, plus detailed reports and recommendations on tax issues, spousal support versus child support, retirement and pension plans, insurance coverage, children’s education and any investment management considerations.
Our divorce financial planning practice is extremely confidential and private. Confidentiality agreements between the client and Certified Divorce Financial Analyst are our common practice. Our goal is to save you money, reduce costly mistakes and protect your financial security.
Suggested Reading: The State Bar of Georgia – Family Law Review – Winter 2013:
The Intersection of Family Law and Financial Security, by Christian Koch
Financial Planning for Large Families:
The KAM South Approach to Financial Planning for Large Families
FPLF™ is based on the KAM South belief that educating children about budgeting, investments, risk management and financial responsibility helps enable an effective transition of wealth from one generation to the next. Our objective is to ensure that your family values pass down with your valuables. The FPLF™ program addresses the unique needs of Financial Planning for Large Families. Recommendations are provided in the areas of savings, cash flow management, emergency funds, educational planning & funding, beneficiary forms, types of investments and other areas of concern to larger families.