Investing alongside our clients.
The King Consulting & Investment Group begins each new client relationship by listening to you. They will work with you to develop an investment plan that takes into account your risk tolerance and time horizon to help you reach your goals. Conservative by nature, the King Group constructs custom investment plans using Davenport's professional money management solutions and equity research recommendations. Portfolios typically include mutual funds and individual stocks.
Taking pride in educating their clients about investing, the King Group provides advice on establishing 529 College Savings Plans, IRA Rollovers, and Qualified Plans for business owners. Once your portfolio is established, they will monitor your investments and meet with you regularly to discuss rebalancing and other appropriate adjustments due to changes in the market or your life goals. The King Consulting & Investment Group consists of Devon King, Managing Director-Investments and TJ Ptachick, Investment Associate and ably assisted by Marie Ramirez, Assistant Vice President-Investments.
The King Consulting Group is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alabama, California, Colorado, Connecticut, Washington DC, Delaware, Florida, Georgia, Illinois, Iowa, Maine, Maryland, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington and West Virginia.