Christian Koch and the KAM South Story
About Christian Koch,
CFP® CPWA® CDFA™ RICP®
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; a member of the Harvard Business School Club of Atlanta, Ed Slott’s Master Elite IRA Advisor Group, and the MD Preferred Medical Professional Network; and is a Five Star Professional Wealth Manager.
Read Christian Koch's Full Bio
The KAM South Story
At KAM South, we specialize in providing retirement income strategies. The ideal KAM South customer is a substantial, cost-conscious investor with a long-term investment horizon who needs wise counsel for retirement.
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.
At KAM South we specialize in Converting Your Investment Portfolio into Retirement Income.
About Jeff Clark, CFP®
Mr. Clark brings to KAM South over twenty years of experience analyzing a broad range of investments for high-net-worth and institutional investors. He is a Certified Financial Planner with an MBA from the Rollins College Crummer Graduate School of Business and a Bachelor of Science in Finance from Florida State University.
KAM South and You
We certify that this firm will provide excellent, comprehensive service at all times. We will continue to maintain our professional credentials and investment education. Our professionals will maintain Certified Financial Planner™ Professional (CFP®) designations. We believe this level of professional, educational, and experiential accomplishment offers you the advisory resources to help you save time, worry and money.
Guiding you along the financial trail of life: KAM South, We Build Wealth.
Download the KAM South Client Credo
Q and A with Christian Koch