“This integrated business model has been an idea of mine for several years,” said Koch, president and chief investment officer of KAM South. “Our goal is to bring institutional level money management services and integrate those with comprehensive financial planning,” Koch said.
“Financial Planning for Large Families™ and the in-depth research process was developed during the time I was focused on the financial planning certification program and the comprehensive CFP® board exam. In addition, I have been able to incorporate the 'case method' approach used at
Our Mission Statement is simple, “we regard the stewardship of your capital as a sacred trust. We pledge to provide the finest combination of service in both investment management and financial planning,” said Koch.
KAM South: A Wealth of Experience in Investment Management
Koch brings with him a solid understanding of disciplined value investing. With over 15 years of active investment management experience,
KAM South is a Registered Investment Advisor (RIA) and is located in
For KAM South
Source: KAM South