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Investment Planner

Multi-manager diversification can distinguish our services from other investment services. The manager selection process is one that we take care engineering as your investment planner. We believe in investment manager diversification and support this practice with our step-by-step approach that starts with identifying opportunities, inefficiencies and diversified sources of returns in the markets.

Investment Planner: An approach to optimize results

These managers are given specific asset management assignments to handle security selection for their portions of the portfolio. King Financial Corporation takes responsibility for selecting the independent investment managers in our program by direction of our clients.

Using multiple managers with highly differentiated investment processes and expertise can enhance diversification with lower volatility than that experienced by single-manager portfolios.

Institutional investment managers selected by King Financial Corporation are often not available directly to retail investors unless they have millions of dollars to invest. Contact Brian King for more information regarding this Investment Manager Diversification strategy. Let us be your investment planner and help you succeed in investment planning.

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