We are a fee only manager specializing in large cap strategies. We focus on low-cost execution using either SMAs or ETF/Index Fund Models. We believe that equities, while core to any well diversified holdings, are not the main road to wealth. Our families and family office want equity exposure but with down side protection.
The Core Strategy (our main offering) generates current income while maintaining a strategic and consistent approach to long-term growth and capital preservation. The Kingstone Core Strategy is an all Large-Cap equity strategy with growth and value model applications that seeks to maximize upside growth while minimizing downside risk to achieve a solid risk/return profile. A stable, bottom-up, investment process with a top-down macroeconomic overlay is designed to create steady growth with emphasis on total return.
25 and 35
Min. Market Capitalization
Domestic Large-Cap Universe
Sector Segmentation and Allocation
Portfolio Construction and Stock Valuation
For client needs outside of equities, we have partnered with several managers who specialize in the areas we do not:
Preservation of capital Strategy — FDIC‑insured investments
Customized liquidity, duration, and distribution schedules
Superior yield when comparing similar investments
Substantial deposit capacity
Up to 1.00% APY
FDIC-insured up to $250,000
Fully liquid (no holding period)
Concierge banking relationship