This relationship starts with you. We begin by learning your situation and objectives. Your portfolio should reflect your life, not just your financial goals.
These evolve. Family circumstances change, risk tolerance shifts, time horizons adjust. We adapt with you.
You work directly with the portfolio managers making every investment decision. No layers, no intermediaries, no client service representatives reading from your file. The same people, throughout the relationship. Your objectives drive our decisions.
We explain the investment thesis for every holding: why we own it, what we expect, and when we'd sell. You're never surprised by portfolio changes because we communicate them immediately.
Your portfolio won't look like an index. That's by design. Our approach is not replicable by indices or models. It demands independent research, deep conviction, and the willingness to stand apart.
Patience has practical benefits. Low portfolio turnover means fewer taxable events and lower transaction costs. Your capital compounds rather than being chipped away by taxes and trading. We typically hold companies for five years or longer to benefit from the power of compounding business value.
Investments are properly measured in years and decades, not months. We report quarterly. Frequent enough to keep you informed without pulling your attention too much towards recent events. Each report includes a candid assessment of the portfolio: what we own, why we own it, and how our thinking is evolving. When we make a mistake, we say so.
Between reports, we're a phone call away. You speak directly with the portfolio managers, the same people making the decisions and investing alongside you.
Trust is the foundation of any relationship. We build it through alignment. We own what you own. Virtually all our liquid wealth is invested in the same positions. Same risk. Same reward.
We've been independent since 1982 and structured to remain that way for decades, not quarters.
If you'd like to explore whether Kingwest is the right fit, we'd welcome a conversation.
