Strategic Investments
At Kinloch Capital we are money-managers, not middle-men. This is in stark contrast to many advisory firms that outsource the investment management process to mutual fund managers and/or money-management firms in far-flung locations. By eliminating the ‘middle-man’, our clients have a personal relationship with the individuals most directly responsible for their results. Not to mention the cost savings that typically occur when cutting out the middle-man of any business transaction.
But it doesn’t stop at stocks & bonds. Through our endowment model, we help clients diversify their portfolios through investments in real estate and private equity.
Collectively, Kinloch Capital clients own:
– 499,000 sq. ft. of commercial space
– 311 multifamily residential units
– 2 mobile home parks
– 9,200 sq. ft. of medical office space
– 42 single family homes
– 36 units of student housing under development
Wealth Management
Building up an investment portfolio is great, but at Kinloch Capital, it is but one part of a larger wealth management plan. Your financial strategy is developed by a team of Certified Financial Planners with decades of real-world experience. Whether your dreams are in the forefront or background of your mind, we’ll work with you to crystalize them into short-term and long-term goals for all your needs.
Our holistic approach to wealth management includes the following services to help you plan for the future and grow your financial portfolio:
Five Pillars of Wealth Management Planning
– Insurance: Do I have the right coverage? Am I paying the right prices?
– Investments: What do I own? Why do I own it? Do my investments align with my dreams and goals?
– Tax: When was the last time my preparer suggested an inventive way to save $1,000 or more?
– College and Retirement: Higher education for myself, my children, my grandchildren?
– Estate Planning and Philanthropy: What happens to my estate when I am gone? How do I make the most of my good fortune?
Investments:
– Securities: Do I want successful, proprietary investment strategies that are available nowhere else?
– Real Estate: How’s my real estate portfolio doing? We’ll help you build one, or maximize the value of properties you already hold.
– Private Equity: Have I taken advantage of opportunities to invest in successful companies of the future?
About Our Clients
Although we serve a diverse range of clients, we specialize in four key areas – physicians, leadership of Richmond’s Fortune 500 companies, successful business owners and entrepreneurs, and women who find themselves single due to divorce or widowhood.
