Our dedication to repeatable, high
conviction portfolio management is what
separates us from our peers.
The boutique structure of Kingsview
allows our team to be more reactive,
and thus far more impactful.
– Scott Martin, CIMA® | Chief Investment Officer
We at Kingsview Investment Management understand the value of Modern Portfolio Theory. We also understand that passive investing has its inherent benefits and downfalls. What remains clear throughout any market cycle is that those who stay invested prevail.
Kingsview Investment Management (KIM) believes in the power of collaboration. Whether it be with advisors or investors (retail and institutional alike), KIM’s overarching philosophy is deeply rooted in a 3-pronged approach.
The KIM Investment Committee, comprising senior management professionals and Kingsview Wealth Managers, plays an integral role in exercising fiduciary responsibilities for Kingsview’s clients.