Kingfisher Capital works with a variety of institutional programs, UMA platforms, trust departments, financial consultants, wealth managers and financial advisors. We are uniquely positioned to provide our institutional investment products in dual capacities, a direct investment approach and an integrated consulting approach.
Direct Investment Approach - Kingfisher will provide a range of our investment products available through single or dual-contract agreements.
Integrated Consulting Approach - Kingfisher will engage each new institutional relationship, seeking first to understand your unique circumstances and structure. We work with you to assess your needs and help you determine which Kingfisher investment offerings are appropriate for your clients or platform. We then apply our analytical and research approach and fundamental security selection to actively manage the investments.
