Kingfisher Capital Launches Global Tactical Series with SunTrust Investment
CHARLOTTE, N.C., Dec. 6, 2012
CHARLOTTE, N.C., Dec. 6, 2012 /PRNewswire/ --Kingfisher Capital, an
independent, money management and advisory firm, is pleased to announce that
following a multi-year, national screening process, SunTrust Investment
Services, Inc. ("STIS"), the investment advisor and broker/dealer affiliate of
SunTrust Banks, Inc., selected Kingfisher's Global Tactical Series to be
utilized by the institution's over 500 advisors, serving investors in 40
"This is an exciting moment for our team as we continue to experience
significant growth. We are thrilled with the rapid acceptance of the Global
Tactical Series, as investors embrace our innovative and flexible approach to
global investing," said William Grasty, Director of Institutional Marketing.
Kingfisher has pioneered the development of tactically managed, multi-asset
portfolios for the SMA market. Having launched its flagship strategy in 2004,
Kingfisher maintains one of the strongest track records in the industry. "We
believe the era of unrestrained, Western credit-expansion and domestic-only
investment strategies has come to an end," says Chief Investment Officer, Alex
Miles. "Intelligent investors must construct global portfolios to provide
their clients better growth and risk mitigation over the coming years."
According to Mr. Grasty, the Global Tactical Series provides Investors and
their Advisors with all-in-one portfolio solutions, bringing the "endowment
model" to the individual investor. Clients may select from four distinct
global, multi-asset allocation profiles: Conservative, Balanced, Moderate, &
Growth. Each portfolio strategy consists of a diversified, core asset
allocation, complemented by a tactical component, allowing the Portfolio
Manager to raise cash, rotate into "safe-haven" assets during periods of
market stress, or overweight sectors or themes that may provide enhanced
One Advisor who utilizes the strategy as a portfolio solution for
high-net-worth clients says, "The beauty of the Global Tactical Series is that
it gives me the freedom to press the accelerator or tap on the brakes in the
portfolio without having to reinvent the wheel. Our investors can seamlessly
rebalance from one risk profile to another as market conditions or client
Following the stock market collapse in 2008, "tactical investing" regained
popularity. Chad Frk, a Kingfisher Associate, points out that "most tactical
strategies available in the market were created after 2008. Kingfisher's
record is battle-tested, which provides a lot of comfort to Advisors looking
to put capital to work on behalf of their clients."
Over the last decade, Kingfisher has developed thought leadership in
identifying important trends in the global economy that are impacting
investment decision-making around the world . Their investment strategies
utilize the firm's proprietary top-down and fundamental research process to
provide investors exposure to domestic and foreign, multi-cap equity, fixed
income, and commodities, primarily through individual securities and ETFs.
Kingfisher Capital works with advisors, consultants and other institutional
investors, as well as private investors. Its strategies are widely available.
Please contact the firm directly to learn how Kingfisher can work with you and
support your business.
Kingfisher Capital has provided unbiased, intelligent investing since 1989.
For more information please visit www.kingfishercapital.com.
SOURCE Kingfisher Capital
Contact: William Grasty, +1-704-409-5986, firstname.lastname@example.org
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