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Dec. 6, 2012 /PRNewswire/ -- Kingfisher Capital, an independent,
money management and advisory firm, is pleased to announce that following a multi-year, national screening process, SunTrust Investment Services, Inc. ("STIS"), the investment advisor and broker/dealer affiliate of SunTrust Banks, Inc., selected Kingfisher's
Global Tactical Series to be utilized by the institution's over 500 advisors, serving investors in 40 states.
"This is an exciting moment for our team as we continue to experience significant growth. We are thrilled with the rapid acceptance of the
Global Tactical Series, as investors embrace our innovative and flexible approach to global investing," said
William Grasty, Director of Institutional Marketing.
Kingfisher has pioneered the development of tactically managed, multi-asset portfolios for the SMA market. Having launched its flagship strategy in 2004, Kingfisher maintains one of the strongest track records in the industry. "We believe the era of unrestrained, Western credit-expansion and domestic-only investment strategies has come to an end," says Chief Investment Officer,
Alex Miles. "Intelligent investors must construct global portfolios to provide their clients better growth and risk mitigation over the coming years."
According to Mr. Grasty,
Global Tactical Series provides Investors and their Advisors with all-in-one portfolio solutions, bringing the "endowment model" to the individual investor. Clients may select from four distinct global, multi-asset allocation profiles:
Growth. Each portfolio strategy consists of a diversified, core asset allocation, complemented by a tactical component, allowing the Portfolio Manager to raise cash, rotate into "safe-haven" assets during periods of market stress, or overweight sectors or themes that may provide enhanced return opportunities.
One Advisor who utilizes the strategy as a portfolio solution for high-net-worth clients says, "The beauty of the
Global Tactical Series is that it gives me the freedom to press the accelerator or tap on the brakes in the portfolio without having to reinvent the wheel. Our investors can seamlessly rebalance from one risk profile to another as market conditions or client circumstances dictate."
Following the stock market collapse in 2008, "tactical investing" regained popularity. Chad Frk, a Kingfisher Associate, points out that "most tactical strategies available in the market were created after 2008. Kingfisher's record is battle-tested, which provides a lot of comfort to Advisors looking to put capital to work on behalf of their clients."