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Kingsview Partners

We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction.

Our advisors have the time and freedom necessary to serve their clients and our custodial partners give us the resources to protect our client’s financial assets. The end result? Independent advice, personalized attention, and the security and support that come with having an account at a major financial firm.

POSTS BY THE AUTHOR

CIO Scott Martin Interviewed on Fox Business News

Chief Investment Officer Scott Martin is speaks on Fox Business News.

5:35

Kingsview Partners Advisor Ranked Best In State Wealth Advisor By Forbes

Buff Dormeier, Chief Technical Analyst and Portfolio Manager of Kingsview Partners in Fort Wayne, IN has been recognized as a 2020 Best in State Wealth Advisor by Forbes.

Dormeier, a CMT as well as the winner of the 2007 Charles H. Dow Award* for technical analysis and The Technical Analyst 2013 Book of the Year author, is the lead advisor of Kingsview Partners’ Fort Wayne office.

“It is an honor to be named a Forbes Best-In-State Wealth Advisor again” Dormeier said. “Our team strives for a higher standard of care enabling our clients to effectively stage the growing complexities associated with wealth. And to be named a Forbes Best-In-State Wealth Advisor for yet another year is a testament first to the meaningful relationships we have been blessed to share with our elite clientele as well as the depth of talent, integrity and experience shared amongst our team members Don Dormeier, Laura Rowe and Tia Runyan”

Kingsview Partners Fort Wayne provides comprehensive wealth management services and state of the art portfolio management to affluent and institutional clientele. As financial advisors their mission is to guide clients toward building and protecting wealth by creating income plans for life and legacies for beyond.

Media inquiries please contact Tia Runyan, Client Associate at (260) 264-0099 or
fortwayne@kingsview.com.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

*The Charles H. Dow Award was not based on investment performance, but rather to highlight outstanding research in technical analysis.

Wells Fargo Advisor Joins Kingsview in Seattle, Washington

Today, Kingsview Partners welcomed their newest Partner and Wealth Manager, Corey Owen.
“Kingsview could not be more excited to have an added presence in Seattle”, said Joshua Lewis,
Senior Managing Partner.

Corey joins the firm from Wells Fargo Advisors, where he managed over $50,000,000 in client
assets. Holding both the distinguished designations of Chartered Financial Consultant (ChFC®)
and Certified Financial Planner (CFP®) as well as an MBA from the Grand Canyon University, his
over 13-year career in financial services ensures he is bringing both experience and knowledge
to his new role at Kingsview.

Grateful to be aligned with a truly independent Registered Investment Advisory Firm, Mr. Owen
loves the ability to help people and to be a positive influence in their lives. He especially enjoys
building financial plans for families with major concerns and questions, helping simplify the
many complexities of investing and planning.

Kingsview continues to be an industry inventor, transforming the advisory world with the firm’s
mission to “Elevate the Standard of Care.” Sean McGillivray the firm’s Chief Executive Officer
comments “The firm and our Partners serve the under-served. Our industry has done a poor
job of engaging clients and delivering on their promises. Everyone from senior management, to
wealth manger, to administrative staff believe in our client first approach to business.”

Corey Owen and Kingsview can be reached at:
4727 44 th Ave SW, Suite 207
Seattle, WA 98116
O: 206-504-2398
F: 206-785-9389
E: cowen@kingsview.com

Website Bio: https://www.kingsview.com/advisor/coreyowen/

1:30

Award Winning CTA Joins KIM Investment Committee

Kingsview Investment Management has partnered with award winning Technical Analyst and Portfolio Manager Buff Dormeier, CMT who has assumed the role of the firm’s Chief Technical Analyst.

Armed with proprietary indicators and investment programs, Dormeier dynamically advises RIAs and other institutional clientele with strategies meeting their specified investment objectives in a full host of investment factor climates.

In 2007, Dormeier’s technical research was awarded the prestigious Charles H. Dow Award. Also an award winning author, Buff authored “Investing with Volume Analysis“. Partnering with Financial Times Press, Pearson Publishing and the Wharton School, this book is the only one to win both Technical Analyst’s Book of the Year (2013) and Trader Planet’s top Book Resource (2012) to date.

Buff’s work has also been featured in a variety of national and international publications and technical journals. Now, with Kingsview Investment Management’s affiliation, Buff’s expertise and proprietary work on technical and volume analysis shall become much more accessible to journalists and other media alike.

As a portfolio manager, Buff was featured in “Technical Analysis and Behavior Finance in Fund Management” – an international book comprised of interviews with 21 PM’s across the world who utilize technical analysis as a portfolio driver. In his new role with Kingsview Investment Management, Buff’s unique performance driven strategies will be now be available to a wide audience of RIAs and institutional clientele.

“Buff’s process driven technical approach to portfolio management is a welcome addition to both our Wealth and Investment Management divisions,” said Sean McGillivray, Chief Executive Officer, “His deep experience in the fields of Technical and Volume Analysis as a CMT will be a huge resource to the rest of the firm’s Financial Advisor partners as we grow our SMA offerings and prepare to launch our mutual fund business.”

To schedule media or speaking engagements please contact Tia Runyan, Client Associate at (260) 264–0099 or fortwayne@kingsview.com. For RFPs and other investment proposals contact Alex Staley, VP Advisor Strategy, at (312) 767-5227 or astaley@kingsview.com.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

*The Charles H. Dow Award was not based on investment performance, but rather to highlight outstanding research in technical analysis.

KIM Investment Committee Market Summary – Q4 2019

CIO Scott Martin and SVP Paul Nolte Discuss the End of the Forth Quarter.

13:07

Wells Fargo Team Joins Kingsview in Fort Wayne, Indiana

Kingsview Partners is proud to announce the grand opening of its newest office in Fort Wayne, Indiana. Managing nearly $250 Million in assets and producing $1.6 Million in revenue, Buff Dormeier will serve as Chief Technical Analyst and Portfolio Manager while sitting on the firm’s Investment Committee. Buff is also joined in Fort Wayne by Don Dormeier, Laura Rowe, and client associate Tia Runyan.

“Buff’s process driven technical approach to portfolio management is a welcome addition to both our Wealth and Investment Management divisions,” said Sean McGillivray, Chief Operations Officer, “His deep experience in the fields of Technical and Volume Analysis as a CMT will be a huge resource to the rest of the firm’s Advisor partners as we grow our SMA offerings and prepare to launch our mutual fund business.”

With 25 years of industry experience, Buff’s desire to put clients first is in perfect alignment with Kingsview’s client servicing ethic and independent platform. His ongoing passion of finding ideal solutions to each client’s individual needs and assisting them in ensuring those goals are met makes him a uniquely qualified Wealth Manager Partner who will carry on the firm’s mission to Elevate the Standard of Care.

At the firm’s office in Fort Wayne, Buff and his team will continue to deliver measured and personalized advice to clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning.

“We are excited to have Buff as a partner and his deep experience will be a resource to clients,” noted Managing Director of Business Development Aaron Klemow. “Buff’s approach that puts the interest of clients first will continue to advance our desire to transform the industry.” Buff and the Fort Wayne Team can be reached at:

10431 Illinois Road
Fort Wayne, IN 46814
O: (260) 264-0099
fortwayne@kingsview.com

Wells Fargo Advisor Joins Kingsview in Seattle, Washington

Today, Kingsview Partners both opened the doors to their newest office and simultaneously welcomed their newest Partner and Wealth Manager, David Hooper. “Kingsview could not be more excited to have a new presence in Seattle”, said Joshua Lewis, Senior Managing Partner and CEO of Kingsview Partners.
David joins the firm from Wells Fargo Advisors, where he managed over $60,000,000 in client assets. Holding both the distinguished Chartered Financial Analyst (CFA) designation along with an MBA from the University of Washington, his over two-decade career in financial services ensures he is bringing both experience and knowledge to his new role at Kingsview.

Grateful to be aligned with a truly independent Registered Investment Advisory Firm, Mr. Hooper loves the ability to help people and to be a positive influence in their lives. He greatly enjoys building long term relationships with his clients, giving them the assurance that they have someone looking out for their best interests often reminding clients, “life is too short not to trust your advisor.”

Kingsview continues to be an industry innovator, transforming the advisory world with the firm’s mission to “Elevate the Standard of Care.” Sean McGillivray the firm’s Chief Operating Officer comments “The firm and our Partners serve the under-served. Our industry has done a poor job of engaging clients and delivering on their promises. Everyone from senior management, to wealth manger, to administrative staff believe in our client first approach to business.”
David Hooper and Kingsview can be found at:

4727 44th Ave SW, Suite 207
Seattle, WA 98116
O: (206) 531-0117
E: dhooper@kingsview.com
https://www.kingsview.com/advisor/davidhhooper/

Wells Fargo Advisor Joins Kingsview’s Myrtle Beach, South Carolina Office

Kingsview’s newest Partner Erick Ficken has joined the firm as of December 3, 2019. Mr. Ficken attended Newberry College, graduating with a degree in Business Administration and has enjoyed sharing his passion of assisting families with managing their finances for the last 40 years. He has most recently been advising clients at Wells Fargo out of their Myrtle Beach, South Carolina branch where he managed over $50,000,000 in assets. Accompanying him is long-time client service partner Krista Corliss-Taylor.

At the Kingsview Myrtle Beach office, Erick will continue to deliver measured and personalized guidance to his clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning. Though prior firms often hindered his ability to fully embrace the fiduciary model, he is grateful to have found with Kingsview a true independent platform to offer sophisticated wealth management services.

“We are extremely excited to welcome Erick as the newest Partner to our firm,” noted Chief Operating Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Erick’s experience, knowledge and approach of putting his client’s interests first will continue to advance our desire to transform the industry.”

Kingsview’s Myrtle Beach, SC office can be found at 2513 N Oak St, Suite 201 and can be reached at (843) 310-4255. To read more on Erick’s background click here.

Wells Fargo Advisor Joins Kingsview in Greensboro, North Carolina

Today, Kingsview Partners both opened the doors to their newest office and simultaneously welcomed their newest advisor partner, Andrew Taylor. “Kingsview could not be more excited to join the local business community in Greensboro”, said Joshua Lewis, Senior Managing Partner.

Andrew joins the firm from Wells Fargo, where he managed over $60,000,000 in client assets. His over two-decade career in financial services ensures he is bringing both experience and knowledge to his new role at Kingsview.

Kingsview continues to be an innovator, transforming the advisory world with the firm’s mission to “Elevate the Standard of Care” and encourage investors to demand more from the industry.

“The firm and our Partners serve the under-served”, commented Sean McGillivray the firm’s Chief Operating Officer. “The financial services sector has done a poor job of engaging clients and delivering on the promises they make. Everyone from senior management, to advisor, to administrative staff believe in our client first approach to business.”

Andrew Taylor and Kingsview can be found at:

101 Centreport Dr., Suite 140
Greensboro, NC 27409
O: (336) 281-9847
E: ataylor@kingsview.com
www.kingsview.com/advisor/andrewtaylor

Wells Fargo Advisor Joins Kingsview in Greensboro, North Carolina

Kingsview’s newest Partner Richard “Rich” Polson has joined the firm as of October 24, 2019. After earning his MBA, Rich has worked in the financial services sector for 17+ years at various firms, most recently advising clients at Wells Fargo out of their Greensboro, North Carolina branch where he managed over $170m in assets.

Mr. Polson’s entrepreneurial mindset and desire to put clients first is in perfect alignment with Kingsview’s client servicing ethic and independent platform. His ongoing passion of helping people identify their goals and plan for their financial future makes him a uniquely qualified advisor partner who will carry on the firm’s mission to Elevate the Standard of Care.

At the new office in Greensboro, Rich will continue to deliver measured and personalized advice to his clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning.

“Kingsview is extremely excited to welcome Rich as a partner to our firm,” noted Chief Operating Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Rich’s genuine honesty and strong desire to put the interest of clients first will continue to advance our desire to transform the industry.”

Kingsview’s Greensboro, NC office can be found at 101 Centreport Dr, Suite 140 and can be reached at (336) 281-9823: rpolson@kingsview.com, www.kingsview.com/advisor/richardpolson