Who We Serve

 

 While Kinloch Capital serves a wide range of clients, we have extensive  working knowledge within four niche areas – Physicians, Leaders of Richmond’s Fortune 500 companies,  Business owners and Entrepreneurs, and Women who find themselves ‘Suddenly Single’ due to divorce or widowhood.

Physicians

We understand MDs and DOs face a unique combination of blessings and challenges. High income, but also high taxes. The ability to invest, but limited years in order to do so.  Our clients include orthopedists, pathologists, ophthalmologists, endocrinologists, and anesthesiologists.  We’re familiar with those who are hospitalists and in private practice.

Leadership of Richmond’s Fortune 500

Altria. Dominion. CarMax. As well as large-area employers such as UPS and CapitalOne. Our clients work for all these companies and understand the higher the corporate ladder you climb, the less likely that the bulk of your income is in cash. Welcome to the world of equity compensation – stock, stock options, restricted stock, stock purchase plans, and non-qualified deferred compensation, and all the complications this brings. You manage your team, crush your metrics, and hit your P&L, and we’ll make sure you’re maximizing your corporate benefits and compensation plan.

Business Owners          and Entrepreneurs

We get you because we’re business owners too.  We come from a family of entrepreneurs.  As such, we know business owners tend to be very focused on their company and less so on themselves. The majority of your net worth is probably tied up in your business and is heavily reliant on a future sale to secure your well-being later in life. We can help maximize the value of the business you’ve built as well as develop a “Plan B” to allow for the disruptive world that is today’s business environment.

The Suddenly Single

Some of life’s most stressful and traumatic events happen when we least expect them and are least prepared. If you find yourself ‘suddenly single’ either through widowhood or divorce proceedings, know that we have the expertise in assisting you navigate the financial implications of these events and planning for your future security.

We want to hear from you.

Trust Kinloch Capital to provide personal attention and a full range of wealth management services to provide a secure future through financial growth.