by parnterwithstg | Mar 11, 2021 | Press Releases
Prestigious Technical Analyst Awards Recognize Outstanding Financial Research
(Following closely on the heels of a recent SMArtX Advisory Solutions (“SMArtX”) win for their Blue Chips Elite, Kingsview Investment Management is again making headlines; their Chief Technical Analyst, Buff Dormeier, CMT, has been selected as a finalist for the 2021 Technical Analyst of the Year.
Dormeier (Fort Wayne, IN) has been nominated due to his outstanding and precise guidance while navigating the volatile markets of 2020. His talent for dissecting market action and providing accurate forecasts has proven him a standout from his peers during this period of turmoil.
This nomination is one in a series of honors for Dormeier, who has garnered recognition within the industry for the 2007 Charles H. Dow Award and as the author of 2011’s Technical Analyst Book of the Year.
The Technical Analyst Awards are the only awards devoted to technical analysis research, data and trading software for the institutional market. Now in their thirteenth year, the Awards are highly regarded within the financial markets, attracting participation from hundreds of banks, research houses and software companies across the globe.
Award winners will be announced on Apr. 15, 2021.
by parnterwithstg | Feb 18, 2021 | Press Releases
SMArtX Advisory Solutions (“SMArtX”) is a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP). After analyzing the 725 strategies available on their platform, they endeavored to recognize the firms who best demonstrate asset management excellence and outstanding performance.
Kingsview Investment Management’s Blue Chips Elite was nominated for Best Large Cap Strategy and won the ‘2021 Best Risk-Adjusted Returns – Equities’ award by achieving the highest Sharpe ratio in 2020 out of over 400 strategies in the category.
To view all of the award winners, you can click the link below.
2021 Awards Home Page | SmartX Advisory Solutions
Kingsview Investment Management strives to provide the best possible solutions and products to our advisors. We are hopeful that this award will be the first of many!
Disclosures
Kingsview Wealth Management (“KWM”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Kingsview Investment Management (“KIM”) is the internal portfolio management group of KWM. KIM asset management services are offered to KWM clients through KWM IARs. KIM asset management services are also offered to non KWM clients and unaffiliated advisors through model leases, solicitor agreements and model trading agreements. KWM clients utilizing asset management services provided by KIM will incur charges in addition to the KWM advisory fee.
This material has been prepared by Kingsview Wealth Management, LLC. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate their ability to invest for the long term. This information does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, or investment strategies discussed.
by parnterwithstg | Dec 4, 2020 | Press Releases
Wells Fargo Advisor Joins Kingsview Partners Office in Myrtle Beach, SC
Kingsview is excited to welcome their newest Partner and Wealth Manager Randal Nesmith in their Myrtle Beach office. Joining the firm from Wells Fargo, where he has proactively managed over $70 million in assets, Randal brings 30 years of expertise, providing highly personalized experiences and delivering comprehensive financial planning solutions.
Mr. Nesmith focuses on helping clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance. A significant part of his ongoing responsibilities includes wealth planning, asset allocation and investment performance. He enjoys being a trusted advisor and is passionate about building strong, long-standing relationships and generational wealth for his clients.
“It is easy to see by Randal’s decades of service that the quality of his character and substantial industry expertise make him a perfect fit for Kingsvjew exclusive partnership,” noted Chief Executive Officer Sean McGillivray. “Partners like Randal make the firm’s mission of elevating the standard of care possible.”
Kingsview’s Myrtle Beach office is located at 2513 N. Oak St., Suite 201, Myrtle Beach, SC 29577 and can be reached at (843) 946-5611.
by parnterwithstg | Sep 16, 2020 | Press Releases
Wells Fargo Advisor Joins Kingsview Partners In Alpharetta, GA
Kingsview’s newest Partner Aaron Das has joined the firm as of September 11, 2020. Mr. Das was born in India, moving to Atlanta when he was eight years old, and has remained in the area ever since. After graduating from Emmanuel College with a degree in Business Administration, he began his career in financial services as a banker for BBT Bank, Wachovia, Wells Fargo and then transitioned to Wells Fargo Advisors as a Financial Advisor where he managed over $50,000,000 in assets.
At the Kingsview Alpharetta office, Aaron will continue to deliver measured and personalized guidance to his clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning. Though prior firms often hindered his ability to fully embrace the fiduciary model, he is grateful to have found with Kingsview a true independent platform to offer sophisticated wealth management services.
“We are extremely excited to welcome Aaron as the newest Partner to our firm,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Aaron’s experience, knowledge, and approach of putting his client’s interests first will continue to advance our desire to transform the industry.”
by parnterwithstg | Sep 16, 2020 | Press Releases
Wells Fargo Advisor Joins Kingsview Partners In Alpharetta, GA
Kingsview’s newest Partner Aaron Das has joined the firm as of September 11, 2020. Mr. Das was born in India, moving to Atlanta when he was eight years old, and has remained in the area ever since. After graduating from Emmanuel College with a degree in Business Administration, he began his career in financial services as a banker for BBT Bank, Wachovia, Wells Fargo and then transitioned to Wells Fargo Advisors as a Financial Advisor where he managed over $50,000,000 in assets.
At the Kingsview Alpharetta office, Aaron will continue to deliver measured and personalized guidance to his clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning. Though prior firms often hindered his ability to fully embrace the fiduciary model, he is grateful to have found with Kingsview a true independent platform to offer sophisticated wealth management services.
“We are extremely excited to welcome Aaron as the newest Partner to our firm,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Aaron’s experience, knowledge, and approach of putting his client’s interests first will continue to advance our desire to transform the industry.”
by parnterwithstg | Sep 16, 2020 | Press Releases
Edward Jones Advisor Joins Kingsview Partners In Albuquerque, NM
Opening their first office in the state of New Mexico, Kingsview Partners is excited to welcome Partner and Wealth Manager Mike Enriquez to the firm. Bringing 10 years of industry experience, Mike has previously worked with clients as an Advisor at Morgan Stanley and most recently at Edward Jones managing over $50,000,000 in assets.
“With strong ethical values and a heart-felt desire to serve others, Mike will continue to advance Kingsview’s desire to transform the industry,” commented CEO Sean McGillivray.
Mike’s entrepreneurial mindset and desire to put clients first is in perfect alignment with Kingsview’s client servicing ethic and independent platform. His ongoing passion of helping people identify their goals and plan for their financial future makes him a uniquely qualified Advisor Partner who will carry on the firm’s mission to Elevate the Standard of Care.
At his new office in Albuquerque, Mike will continue to be the calm voice of reason for his clients, providing soothing and clear-headed solutions while embracing the firm’s no-nonsense approach to advice, investment management and financial planning.
