ONE PLAN every angle

We are proud of our abilities in capital allocation and management, taking into account all aspects of your financial life. The goal is to incorporate diversified investments to help keep your financial strategy on track toward achieving your unique requirements and objectives.

This forms the basis of an investment policy statement tailored to your particular criteria. Each portfolio is then individually constructed based upon your specific risk personality, investment experience, needs and personal goals and informed by our varied expertise.

As part of our risk-management, we appropriately diversify our client's domestic portfolio assets with various investment vehicles, which may include international instruments, real estate and alternative investments. Looking at each angle begins with understanding. That's how we get to the essence of professional investment management.

  • Understand
  • Design
  • Implement
  • Manage

Any opinions are those of David M. King Associates and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation