When investors find themselves with a very large position in a single stock or investment, they might be worried about the tax implications of selling their holding. Will Rockett, senior director of investment strategy for Mercer Advisors, explains in our latest Market Perspectives podcast how the long-short strategy can help investors diversify out of that position without the tax hit. Listen to the 'Exploring The Long-Short Strategy' podcast episode and all past segments here: https://buff.ly/3DfRz00
Kingfisher Capital, proudly part of Mercer Advisors
投资管理
Charlotte，North Carolina 275 位关注者
SECURITY, LIFESTYLE, LEGACY
关于我们
Mercer Advisors acquired Kingfisher Capital in October 2023. Established in 1985, Mercer Global Advisors Inc. ("Mercer Advisors") is a total wealth management firm with over over 1,100 employees and $63Bn in assets under management. For more information, visit www.merceradvisors.com. Kingfisher is a leading, privately owned, and independently managed financial services firm dedicated to serving select families and institutions. For nearly three decades, we have helped clients formulate goals, anticipate and manage risks, and solve complex problems within their personal, business, and philanthropic enterprises. We are experts in research-driven money management, comprehensive wealth advisory and consultative solutions. Whether you seek investment management, financial and estate planning, or family office and consulting services, our integrated model provides you a framework for pursuing your personal, institutional and financial ambitions. Our goal is to help affluent families, professionals, business owners, and institutions protect and expand wealth to achieve their security, lifestyle, and legacy objectives. We deliver value-added financial advice, intelligent investing, and personalized client service to create lasting relationships built on accountability and trust. www.kingfishercapital.com Our firm was established in Charlotte, North Carolina in 1989 with the formation of James M. Myers Research, Inc., an investment boutique specializing in value-oriented and alternative strategies. In 2004, our company was acquired by WealthTrust, LLC, an investment management holding company with collectively $6 billion in affiliated assets. In 2009, the firm returned to its roots as an independent investment adviser when its managing principals purchased all outstanding ownership interest from WealthTrust and formed Kingfisher Capital, LLC. As part of the transaction, all of the firm principals and employees remained with the firm.
- 网站
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https://www.kingfishercapital.com
Kingfisher Capital, proudly part of Mercer Advisors的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Charlotte，North Carolina
- 类型
- 私人持股
- 创立
- 1989
- 领域
- Asset Management、Corporate Bonds、Wealth & Financial Planning、Water investing、Securities Research、Retirement Planning、Trusts & Estates、Global Tactical Investing、Family Office Services、Estate Planning、Business Consulting、Investments、Foundations和Simplicity
地点
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主要
获取路线
201 South College Street
Suite 2250
US，North Carolina，Charlotte，28224
Kingfisher Capital, proudly part of Mercer Advisors员工
动态
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Wishing everyone a very happy holiday season and a peaceful and prosperous new year! #happyholidays #newyear #holidayseason #merceradvisors
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I'm excited to share that Mercer Advisors received a 5-star rating on Newsweek's America's Top Financial Advisory Firms 2025 list! This recognition reflects our commitment to client success, advisor expertise, and comprehensive service offerings. A heartfelt thank you to our clients for trusting us to help amplify and simplify your financial lives. I look forward to continuing to serve you with excellence. Read more here: https://buff.ly/3YZiapb
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?? Have a bountiful Thanksgiving filled with love, gratitude, and cherished moments with loved ones. #ThanksgivingDay
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Kingfisher Capital, proudly part of Mercer Advisors转发了
Mercer Advisors is honored to be named #1 on Barron’s 2024 Top 100 RIA Firms list! This year’s ranking is particularly meaningful because it reflects our commitment to being better, not just bigger. Click here for important information on the ranking methodology: https://buff.ly/3TuYzv6
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Kingfisher Capital, proudly part of Mercer Advisors转发了
Our Dallas Park Cities branch recently hosted our annual 2024 Economic Update, where CIO Donald Calcagni provided valuable insights into the current economic climate. This year’s event brought together clients, prospects, and centers of influence from across our network. Top two key takeaways: ??The future of Social Security is in question, with the potential for funds to run out by 2035, impacting long-term retirement planning. ??Presidential elections have historically had minimal impact on the stock market, offering valuable perspective in client conversations during election seasons. We’re proud to have hosted this local event annually for over a decade, supporting those in our community with up-to-date insights. Thank you to all who helped make this year’s event a success!
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Kingfisher Capital, proudly part of Mercer Advisors转发了
We are currently in the midst of the largest intergenerational wealth transfer in the nation’s history, and the pace of that transfer is likely to accelerate in the coming years. "Your estate plan should be designed to transfer assets to your beneficiaries in the most orderly, economical, and tax-efficient way possible, while minimizing the potential for conflict, and, perhaps most importantly, ensuring that your wishes and intent are faithfully executed," shares Logan Baker, Lead, Sr. Wealth Strategist. How confident are you that your estate plan is up-to-date?
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Kingfisher Capital, proudly part of Mercer Advisors转发了
Yesterday, Kara Duckworth, CFP shared at the #DeVoeMASummit24 her expertise on how RIA firms can prepare for a successful transaction by developing a succession plan that should be a cornerstone of a firm's long-term business strategy. Thank you to DeVoe & Company for welcoming our team to the stage!
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Kingfisher Capital, proudly part of Mercer Advisors转发了
Congratulations to David Barton for being honored as M&A Leader of the Year by WealthManagement.com at the 2024 #Wealthies! This accolade reflects his incredible leadership and vision, which have been key to our M&A success. Thank you to WealthManagement.com for this recognition! Read more here: https://buff.ly/4gikTlh
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