Team Ensemble Approach
Here at J.P. King Advisors we think there’s a better way. We find that in order to get the best results, in both work and life, you must engage exceptional people. We have assembled such people within the talent-stack of our advisor team. Coming from different walks of life, our advisors nonetheless have a shared vision of principles and values. Instead of hiring a solo advisor, you are hiring a team of conscientious advisors who hold your best interests at heart. Our team synergy produces a whole that is greater than the sum of its parts.
More than a Service Provider
We strive to be an integral part of our clients’ lives—not just for check-in meetings, but as friends and confidants when times are good as well as tough. We find that to be effective advisors, we need to be good listeners and communicators. Financial decisions incorporate emotional and analytical inputs. While it’s our job to focus on the analytical side, it’s important that we understand the emotional drivers of our clients’ decision making process.
Client Events and Ongoing Education
Our work is never-ending, and neither are our relationship efforts. In addition to in-person meetings we also host several client events throughout the year. We find this to be an effective way to keep in touch with clients and provide education on timely topics. We also provide quarterly market outlook communications to keep you informed.
Here to Help with All Your Financial Decisions
Are you trying to find the healthy balance between spending now and saving for the future? Or deciding the right age at which to take social security benefits? Whether it’s an investment opportunity in a winery, or the timeshare in Hawaii that seems too good to pass up, know that you have an analytical team to help you with all of your financial life decisions.
The Value We Provide
The value proposition of advice is changing. We add value through relationship-oriented services and by providing cogent wealth management rather than simply trying to outperform the markets. Industry research shows that the following techniques we employ add meaningful value:
- Asset selection and allocation using diversified mutual funds and ETFs
- Cost-effective implementation (low expense ratios)
- Behavioral coaching
- Spending strategy
- Total-return versus income investing
- Tax-aware investing
Our clients benefit from the intangibles we add as well. These include accountability, organization, proactivity and objectivity. We bring order to your financial situation.
We work with you to anticipate your life transitions and to be financially prepared to achieve your goals.
Doing the right thing is the only thing to do. We act as fiduciaries when we provide financial advice and services. We believe that operating with transparency, avoiding conflicts of interest, and putting the client first is the only way to do business. What follows are the tenants under which we operate:
- As fiduciaries, we will put our clients’ interests first, ahead of our own.
- We will avoid conflicts of interest whenever possible, and will disclose any unavoidable conflicts of interest should they arise.
- We will serve our clients with integrity, objectivity, honesty, and professionalism.
- We will provide full and fair disclosure of all fees charged to clients.
- We will invest our own assets in the same portfolios that we recommend to clients.
The result of our fiduciary promise is that we will act as champions for our clients’ best interests.