KINGSVIEW WEALTH MANAGEMENT, LLC

KWM provides wealth management, financial planning, and asset management services. Wealth management investment advice is provided through Investment Adviser Representatives (IARs) on a discretionary or non-discretionary basis. For planning clients, KWM advises on cash flow, college, retirement, tax, and estate planning. KWM does not act as a custodian but places trades under a limited power of attorney. KWM services clients through wealth management via IARs and its in-house asset management team, Kingsview Investment Management (KIM). The wealth management business focuses on holistic financial solutions, while KIM provides investment strategies through registered investment companies, models, separately managed accounts, and other investment products. These serve as building blocks for client investment portfolios.

KWM IARs employ investment strategies that involve domestic equity and international market risks. Strategies may include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing (including covered options, uncovered options or spreading strategies). The investment strategy is developed by the individual IAR, reviewed by KWM management before it is presented to the client. KIM Blue Chips Elite focuses on picking the best areas of the equity market and avoiding the worst ones via concentrated stock positions which track company fundamentals. KIM Opportunity Income analyzes the spread between short- and long-term US treasury bonds in an attempt to optimize allocations to a variety of fixed income sectors.

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