Kingsview Partners Welcomes Partner | Wealth Manager Nick Priddy

Former Edward Jones Advisor Opens Kingsview Partners Office in Huntingdon, TN

Opening their newest office in Huntingdon, Tennessee, Kingsview is excited to welcome Partner and Wealth Manager Nick Priddy, who brings more than 17 years of industry experience to the firm.

Driven by a passion for advising his clients in a transparent, understandable way, Nick is thankful to be aligned with an independent Registered Investment Advisory Firm, where he operates under a fiduciary standard. Along with the benefits garnered by Kingsview’s multi-custodian, fee-based platform, he also has the freedom to provide truly client-centric strategies. Mr. Priddy’s comprehensive suite of services includes holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.

After graduating from the University of Tennessee at Martin with a B.S. in Engineering and a minor in Business Administration, Nick found his true calling in cultivating a consistent process for long-term financial success. He understands the importance of stability and dedication, and worked with Edward Jones for 17 years before joining Kingsview. Nick also holds an AAMS and prides himself on the application of Christian principles to his craft.

Away from the office, Nick’s personal interests stay true to the values and interests of Tennessee. When he’s not in the office curating his clients’ financial security, Nick can be found raising registered Angus cattle and competing in rodeos and roping events throughout the state.

“Kingsview is pleased to welcome Nick, with his extensive experience and “client-first” philosophy, as a Partner and Wealth Manager,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Nick’s strong desire to put the interest of clients first will continue to advance our determination to transform the industry.”

Kingsview Investment Management Launches Opportunity Income Strategy

Opportunity Income Aims To Help Investors Meet Overall Fixed Income Goals

Kingsview Investment Management (“KIM”) today announced the launch of their Opportunity Income (OI) strategy, which was designed with the goal of optimizing allocations across various fixed income sectors. Opportunity Income’s primary objective is to deliver a better risk-adjusted return than the aggregate bond benchmark by analyzing spreads between short and long-term U.S. treasury bonds.

Investors seeking a “permanent” active fixed income allocation to balance the risks of investing in equities may find Opportunity Income of interest. It is a potential solution for investors wondering what to do right now in the fixed income portion of their portfolios, but might be worried about key bond risks such as inflation, rising rates, or even economic uncertainty.

“‘We’re excited to share this strategy with investors because we understand how challenging fixed income can be to invest in at times like this.” – Paul Nolte, Senior Vice President and Co-Portfolio Manager

Opportunity Income’s philosophy reflects KIM’s belief that a historically informed, fundamental approach to core fixed income investing can provide long-term superior risk-adjusted return. The strategy was designed with these elements in mind:

Passive ETF Selection – Investments consist of Core Fixed Income exposures derived via low-cost ETFs like that of the benchmark at times but can span a variety of classifications, quality, and duration. At times, the portfolio may take key exposures away from the benchmark in an attempt to optimize for the current environment.

Risk Management – Opportunity Income is an overall risk framework, helping to guide fixed income asset allocation throughout the interest rate & credit cycle by analyzing current treasury spread positioning.

Consistency – Fixed income asset class risks, returns and correlations may vary depending on where you are in this cycle. Historically there are possibly more opportune times to overweight or underweight the different fixed income exposures.

“We respect the importance of keeping a longer-term outlook while still protecting against the risks of tomorrow.” – Mitch Ehmka, Director of Trading and Co-Portfolio Manager

Many strategies try to be forward-looking, guessing where interest rates may be headed, or strictly investing in certain asset classes, regardless of the current interest rate or risk environment. Opportunity Income does not try to guess, but instead analyzes where we are in the interest rate cycle and invests in those securities that have historically performed well in those environments. The overall portfolio is adjusted once a month but keeps pace as economic conditions change.

Read more about Kingsview Investment Management’s portfolio strategies at https://kingsviewim.com/strategy-cards/.

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About Kingsview Partners

Kingsview Partners is a unique alternative in a crowded field of financial advisory offerings. The firm holds a simple belief that quality of service, knowledge of subject matter and fairness can all coalesce into a successful business. Dedication to their clients’ welfare serves as a foundational trait, and one deeply entrenched within the cultural fabric of Kingsview. For many, the financial services industry has fallen dramatically short of meeting their needs, but Kingsview aims to do better and is dedicated to “Elevating the Standard of Care.”

To achieve this mission, Kingsview Partners operates Kingsview Wealth Management, a fee-based, Registered Investment Advisor serving thousands of individual clients across the nation. Complementing the firm’s advisory business is their full-service insurance agency, Kingsview Trust and Insurance Services. Finally, Kingsview Partners works to ensure clients have access to high-value, low-cost, professionally managed investments via Kingsview Investment Management, a standalone asset manager providing investment portfolios to meet nearly any client need.

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Important Disclosures

Kingsview Wealth Management (“KWM”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Kingsview Investment Management (“KIM”) is the internal portfolio management group of KWM. KIM asset management services are offered to KWM clients through KWM IARs. KIM asset management services are also offered to non KWM clients and unaffiliated advisors through model leases, solicitor agreements and model trading agreements. KWM clients utilizing asset management services provided by KIM will incur charges in addition to the KWM advisory fee.

This material has been prepared by Kingsview Wealth Management, LLC. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate their ability to invest for the long term. This information does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, or investment strategies discussed.

The is an index designed to provide a measure of the performance of the U.S. investment grade bonds market, which includes investment grade U.S. Government bonds, investment grade corporate bonds, mortgage pass through-securities and asset-backed securities that are publicly offered for sale in the United States. The securities in the index must have at least 1 year remaining to maturity. In addition, the securities must be denominated in U.S. dollars and must be fixed rate, nonconvertible, and taxable.

Kingsview Partners Welcomes Broadway Financial

Principal Martin Harper Joins Kingsview Partners Office in Woodbury, NY

Kingsview Partners is pleased to announce that that Broadway Financial, a New York-based RIA, has merged with the firm effective August 20, 2021. With this partnership, Kingsview also welcomes Broadway’s principal, Martin Harper, to the Kingsview Partners team.

Kingsview Partners is proud to support this merger both logistically and financially on behalf of their wealth management partners Jonathan and Ian Millman of Woodbury, NY. Mr. Harper will remain a registered investment advisor representative with Kingsview and will continue to provide exceptional service for his clients alongside Jonathan and Ian.

Kingsview Wealth Management’s capabilities and the professionalism of Jonathan and Ian Millman made Mr. Harper’s selection of a new home for his valued clients an easy decision. The firm’s fiduciary model will allow Mr. Harper a truly independent platform to offer sophisticated wealth management services.

Sean McGillivray, CEO of Kingsview Partners, says, “The ability to organize and fund a merger between a Kingsview advisor and an outside RIA continues to be a growth objective for the firm. It is consistent with our desire to serve more clients in a meaningful way while supporting our advisors’ efforts to grow their individual businesses. The entire team at Kingsview welcomes Martin and his clients to the Kingsview family. I couldn’t be more proud of the entire effort as we support clients and advisors alike.”

Kingsview Partners Appears on the Inc. 5000 for the Fourth Consecutive Year

Firm Ranks No. 1869, With A Three-Year Revenue Growth of 241%.

Inc. magazine today revealed that Kingsview Partners is number 1869 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. This year marks the fourth consecutive year Kingsview Partners has ranked, having also garnered recognition in 2018, 2019, and 2020.

The Inc. 5000 list represents the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, and Patagonia all gained their first national exposure as honorees on the Inc. 5000.

“It is an honor to be ranked amongst such a prestigious group for the fourth time in so many years,” says Kingsview CEO Sean McGillivray. “The women and men of Kingsview work diligently to always put our clients first and consistently elevate the standard of care upon which our business is built. I look forward to doing my part to ensure Kingsview continues to be a force of change in the wealth management industry.”

Kingsview Partners’ ranking on the 2021 Inc 5000 is especially noteworthy given 2020’s unprecedented challenges. Their achievements during this period indicate a high degree of competitiveness within the financial industry, plus the flexibility and resilience necessary for long-term success.

“The 2021 Inc. 5000 list feels like one of the most important rosters of companies ever compiled,” says Scott Omelianuk, editor-in-chief of Inc. “Building one of the fastest-growing companies in America in any year is a remarkable achievement. Building one in the crisis we’ve lived through is just plain amazing. This kind of accomplishment comes with hard work, smart pivots, great leadership, and the help of a whole lot of people.”

Among the 5,000, the average median three-year growth rate soared to 543 percent, and median revenue reached $11.1 million. Together, the companies added more than 610,000 jobs over the past three years.

Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at www.inc.com/inc5000. The top 500 companies are featured in the September issue of Inc., which will be available on newsstands on August 20.

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More about Inc. and the Inc. 5000

Methodology
Companies on the 2021 Inc. 5000 are ranked according to percentage revenue growth from 2017 to 2020. To qualify, companies must have been founded and generating revenue by March 31, 2017. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2020. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2017 is $100,000; the minimum for 2020 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to three decimal places. There was one tie on this year’s Inc. 5000. Companies on the Inc. 500 are featured in Inc.’s September issue. They represent the top tier of the Inc. 5000, which can be found at http://www.inc.com/inc5000.

About Inc. Media
The world’s most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including web sites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Vision Conference is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com.

For more information on the Inc. 5000 Vision Conference, visit http://conference.inc.com/.

Kingsview Partners Welcomes Misty House as Chief Operations Officer

Kingsview Partners is pleased to welcome Misty House as our new Chief Operations Officer. As the COO, Misty’s chief mandate is to ensure the operational integrity of Kingsview and all the firm’s subsidiary businesses. This requires her to be proficient in nearly every aspect of the firm’s activities and partner with department heads and the firm’s wealth managers to improve operational workflows and enhance the end-user experience.

Misty comes to Kingsview Partners with over 28 years of experience in the business world. She has spent her career in multiple financial services, including accounting, mortgage, investment and insurance, with the last ten years in an executive capacity.

Misty’s knowledge of the public and corporate accounting arenas, along with her Accounting and Total Quality Management degrees, serve as the foundation for her business management expertise. She credits her ability to navigate complex situations and personal relationships in order to create efficient systems and increase the bottom line to her years of experience in various service industries. She is a leadership and efficiency expert and has studied the concepts of Six Sigma and process improvement for the last 20 years.

When not at the office, Misty enjoys traveling and appreciating the great outdoors with her husband, James, and their boys, Isaac and Jonah. She also enjoys painting and volunteering for local charities such as Hearts with a Mission, a teen homeless shelter.

Click here to view Misty’s Bio

Kingsview Partners Welcomes Tim Lux, Financial Planning Specialist

Kingsview Partners is pleased to welcome Tim Lux as our new Financial Planning Specialist. His primary role is to provide planning support and education to advisors so they can best serve their clients. This includes training advisors on how to utilize the tools available to them, introducing relevant services and strategies for clients, and assisting in complex case design. In addition to being a Certified Plan Fiduciary Advisor, Tim is taking the Certified Financial Planner exam this year. He also holds Life, Accident & Health Producer and FINRA Series 65 licenses.

Before his position at Kingsview, Tim worked at two reputable RIAs, assisting clients and advisors in researching strategies, building financial plans, and helping small business owners and corporate employees reach their goals. He graduated from the University of Missouri in 2018 with a bachelor’s degree in Personal Financial Planning. During his undergraduate experience, Tim volunteered with the Missouri Extensions Office preparing taxes and educating the public on personal financial matters. He also served as a mentor to his peers as a Student Leader.

Outside of work, Tim enjoys the great outdoors, volunteering for local charities such as Mercy Home for Boys & Girls, and spending time with his family and friends.

Click here to view Tim’s Bio

Kingsview Partners Welcomes Richard Holmes, VP of Advisor Strategy

Kingsview Partners is pleased to welcome Richard Holmes as the new Vice President of Advisor Strategy with Kingsview Investment Management. His primary role is to assist Kingsview advisors as a consultant for investment strategy and portfolio implementation.

Rich had over 15 years of experience in small business management prior to joining the finance industry in 2013. He holds multiple degrees from the University of North Carolina at Charlotte, including a B.S. in Finance and an MBA focusing on Applied Investment Management. He comes to Kingsview from LPL Financial, where he served in several strategic positions.

When he’s not working with advisors, Rich enjoys spending time with friends and family, woodworking and traveling. He is also a passionate cook and avid outdoorsman. He currently resides in Huntersville, NC, with his wife and two sons.

Click here to view Richard’s Bio

Kingsview Chief Technical Analyst Buff Dormeier Named Finalist for Technical Analyst of the Year

Following closely on the heels of a recent SMArtX Advisory Solutions (“SMArtX”) win for their Blue Chips Elite, Kingsview Investment Management is again making headlines; Chief Technical Analyst, Buff Dormeier, CMT, has been selected as a finalist for the 2021 Technical Analyst of the Year.

Dormeier (Fort Wayne, IN) has been nominated due to his outstanding and precise guidance while navigating the volatile markets of 2020. His talent for dissecting market action and providing accurate forecasts has proven him a standout from his peers during this period of turmoil.

This nomination is one in a series of honors for Dormeier, who has garnered recognition within the industry for the 2007 Charles H. Dow Award and as the author of 2011’s Technical Analyst Book of the Year.

The Technical Analyst Awards are the only awards devoted to technical analysis research, data and trading software for the institutional market. Now in their thirteenth year, the Awards are highly regarded within the financial markets, attracting participation from hundreds of banks, research houses and software companies across the globe.

Award winners will be announced on Apr. 15, 2021.

Wells Fargo Advisor Team Joins Kingsview in Wyomissing, PA and Miramar Beach, FL

Opening two new offices in Wyomissing, Pennsylvania and Miramar Beach, Florida, Kingsview is excited to welcome Partners and Wealth Managers Radene Gordon-Beck, Regina Rinehimer and Jeffery Barnes. Gordon-Beck and Rinehimer head up Kingsview’s Pennsylvania office, while Barnes works out of Florida. The team joins Kingsview from Wells Fargo, and has collectively managed $240 million in assets.

Radene Gordon-Beck graduated cum laude from Muhlenberg College with a degree in Economics and Finance, and earned her MBA in Finance from St. Joseph’s University in Philadelphia. She works with individuals, families, and business owners to develop and implement investment plans that align their personal values with their financial goals.

While at Wells Fargo Advisors, Regina Rinehimer was recognized as part of a select group of financial advisors who exceeded unique standards of care, including professionalism and education, along with exceptional elements of client service. She offers a dedicated approach to the personalization of comprehensive investment planning.

Jeffery Barnes entered the financial services industry in 1980 and has completed the Accredited Investment Fiduciary Program through the Joseph M. Katz Graduate School of Business at the University of Pittsburg. He focuses on long-term planning with thoughtful wisdom and advice for affluent clients.

This highly experienced team of advisors helps clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance. A significant part of their ongoing responsibilities includes wealth planning, asset allocation and investment performance. They are passionate about building strong, long-standing relationships and generational wealth for their clients.

“Kingsview is extremely excited to welcome Radene, Regina, and Jeffery to our firm,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. This team’s strong desire to put the interest of clients first will continue to advance our determination to transform the industry.”

The newest Kingsview offices are located at 945 Berkshire Blvd, Suite 102, Wyomissing, PA 19610 and 495 Grand Blvd., Suite 206, Miramar Beach, FL 32550.
The team can be reached at 484-248-7015.

Click here to view Radene’s Bio
Click here to view Regina’s Bio
Click here to view Jeffrey’s Bio

Kingsview Investment Management’s Blue Chips Elite wins the ‘2021 Best Risk-Adjusted Returns – Equities’ Award

SMArtX Advisory Solutions (“SMArtX”) is a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP). After analyzing the 725 strategies available on their platform, they endeavored to recognize the firms who best demonstrate asset management excellence and outstanding performance.

Kingsview Investment Management’s Blue Chips Elite was nominated for Best Large Cap Strategy and won the ‘2021 Best Risk-Adjusted Returns – Equities’ award by achieving the highest Sharpe ratio in 2020 out of over 400 strategies in the category.

To view all of the award winners, you can click the link below.
2021 Awards Home Page | SmartX Advisory Solutions

Kingsview Investment Management strives to provide the best possible solutions and products to our advisors. We are hopeful that this award will be the first of many!

Disclosures
Kingsview Wealth Management (“KWM”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Kingsview Investment Management (“KIM”) is the internal portfolio management group of KWM. KIM asset management services are offered to KWM clients through KWM IARs. KIM asset management services are also offered to non KWM clients and unaffiliated advisors through model leases, solicitor agreements and model trading agreements. KWM clients utilizing asset management services provided by KIM will incur charges in addition to the KWM advisory fee.

This material has been prepared by Kingsview Wealth Management, LLC. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate their ability to invest for the long term. This information does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser,
tax professional, and/or legal counsel before implementing any securities, investments, or investment strategies discussed.