Overview

Kingsview Asset Management is a multi-facets, fee-only investment advisor

We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs.

We don’t try to shoot for miracles or time the market.  To us, the only thing that matters is long term client satisfaction.  Our firm’s methodology reflects those values.  We believe our emphasis on putting our clients first is why we are among the fastest growing firms in the industry.

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Kingsview maintains custodial relationships with Charles Schwab & co., TD Ameritrade and Interactive Brokers.

Multiple options ensure that client interests are placed first, and we are proud to say that our firm is truly independent.  Being independent is an important part of delivering on our fiduciary promise to our clients.  Our advisors have the time and freedom necessary to serve their clients and our custodial partners give us the resources to protect our client’s financial assets. The end result?  Independent advice, personalized attention, and the security and support that come with having an account at a major financial firm.

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