KAMSouth

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Financial Planners, Investment Management

CLOSED NOW

Today: Closed

Tomorrow: 8:00 am - 5:00 pm

(404) 843-3745Call Visit WebsiteVisit Website Map & DirectionsDirections1040 Riverside TrceAtlanta, GA 30328

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Atlanta with Financial Planners

Vinings (7 miles)
Smyrna (9 miles)
Sandy Plains (12 miles)
Marietta (12 miles)
Roswell (13 miles)

More Info

We Build Wealth

General Info: We take the time to understand our clients' goals, concerns, past experiences, and requriements. Then we develop custom solutions that are tailored to meet clinet requirements.
Email: Customer Care
Services/Products: KAMSouth is a boutique firm focused on investment management and financial planning services
Brands: Financial Planning for Large Familes (TM)
Amenities: Our clients rely on our specialized knowledge and sophisticated services to help them achieve their most important financial goals.
Associations: Member of The Harvard Business School Club of Atlanta Certified Financial Planner (TM) Member of the Georgia Planned Giving Council
Other Link: We Build Wealth
Categories: Financial Planners, Investment Management

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Details

Phone: (404) 843-3745

Address: 1040 Riverside Trce, Atlanta, GA 30328

Website: We Build Wealth

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KAMSouth

Tax Planning
Tax Services
Customization, individual stock selection, active tax management, more transparency versus mutual funds, and ability to talk with a credentialed advisor about specific investment issues.
Income Tax
Step Four is “Estate & Wealth Transfer Planning,” involving various considerations connected to this aspect of their financial outlook. For clients who need this, Koch helps them evaluate the income tax, estate issues and other risks to the retirement plan. He also monitors and adjusts steps 1-4 as needed.

Investment Management
The Poole College of Management News interviewed Koch about his history and teaching style last month. You may read the entire interview, here. The article is excerpted, below: NC State’s new lecturer in finance, Dr. Christian Koch, brings more than 25 years of practical investment management experience to the classroom, and it shows….
Mutual Funds
Step Two is “Build The Optimal Retirement Portfolio” – also known as “Fundamental Bottoms-Up” or building the portfolio brick by brick This phase involves individual security selection (and an agreement to no mutual funds), creating active investment portfolios to exploit asset mispricings and an active management of risks.
Wealth Management
KAM South is a Fee-Only wealth management firm located in Atlanta, GA, offering Investment Management and Financial Planning Services. As a Fee-Only advisor, KAM South only receives compensation from its clients for the services it provides; fees are not contingent on the purchase or sale of financial products. The Fee-Only system allows KAM South to offer objective and unbiased advice to its clients. It is the aim of KAM South to provide a holistic method of wealth management, integrating the disciplines of investment management and financial planning.

Accounting Services

Financial Planning
“As you work with me, you’ll discover there’s no other investment advisor more committed to helping you achieve your financial goals. Our Unique Process allows us to create a custom financial, investment, and retirement plan for you and your future.” KAM South, based in Atlanta, GA was founded on the belief that the combination of concentrated value investing and financial planning leads to higher-level retirement outcomes.”
Retirement Planning
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.

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