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.
by parnterwithstg | Apr 14, 2020 | Press Releases
Merrill Lynch Team Joins Kingsview in Indiana
Kingsview is proud to announce that Partners Phil Williams and Joshua Kammerer have joined the firm on April 9, 2020. The addition of Phil and Joshua further cements Kingsview Partner’s presence in the great state of Indiana with this second location.
Phil has had a career spanning over two decades where he served clients at some of the industry’s largest firms. Joshua has held various positions within the financial services industry before joining Kingsview. The team most recently served their clients at Merrill Lynch Wealth Management in central Indiana where they managed over $100 million in client assets.
Phil and Joshua are excited to offer clients a fiduciary standard of care at their new office which is conveniently located just outside of Indianapolis.
“Only well supported and prudent financial professionals will be prepared to face the changes this industry is experiencing… and the challenges facing our clients.” noted CEO Sean McGillivray. “Today, one thing is abundantly clear, an independent registered investment advisor is uniquely positioned to provide clients with comprehensive and actionable advice. Having Joshua and Phil as partners is a huge help in our mission to do better for clients and a great benefit to the people of Indiana.”
Joshua and Phil’s desire to put clients first is in perfect alignment with Kingsview’s client servicing ethic and independent platform. Their ongoing passion of finding ideal solutions to each client’s individual needs and assisting them in assuring those goals are met makes them uniquely qualified Wealth Manager Partnes who will carry on the firm’s mission to Elevate the Standard of Care.
Joshua and Phil will continue to deliver measured and personalized advice to clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning. “We are excited to have both Josh and Phil as partners and their deep experience will be a resource to clients,” noted Managing Director of Business Development Aaron Klemow. “Their approach puts the interest of clients first which will continue to advance our desire to transform the industry.”
