Richmond's Fortune 500

Our clients represent some of the brightest and best of Richmond’s Fortune 500 leadership.

We know leading in today’s corporate world comes with many challenges and unique obstacles.

It’s crucial to have more time to focus on your team and the success of your company.

 

 

 

 

That’s why at Kinloch Capital, we take the stress off of handling equity compensation so you have more time to focus on what’s important to you. We’ll provide the tools and insights to make sure all of your corporate benefits and compensation plans are maximized.

Four businesswomen standing next to each other

Services We Offer

Financial Planning

We create a plan that takes care of all of the complications of equity compensation.

Investment Management

We keep you in direct contact with your expert investor, allowing you to build a personal relationship with them.

 What Our Fortune 500 Clients Have to Say

Chris from McKesson Corp

“I had been managing the family finances for several years, and had a pretty simple 401k and IRA focused mostly on ETF’s. My wife became familiar with Kinloch through a business networking group, and was intrigued by the unique approach they took to financial planning. When we met with Peter, we learned about a diversified financial plan that expanded beyond stocks, bonds and ETF’s to real estate holdings and more. All focused on helping us generate the income we desire to live upon at retirement. Since then, we’ve experienced Covid, a steep increase in interest rates, and yet the overall portfolio has performed far better than it would have under my stewardship. I highly recommend working with Kinloch if you are looking for a proven, diversified methodology to retirement planning.”

Client was not compensated for this testimonial.

Peter Walls, CFP®, CMT®

Founding Partner

Chief Investment Officer

(804) 956-4550

[email protected]

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Are you a business leader who wants to get their finances in check? Are you trying to plan for your financial future and don’t know where to start?

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