About My Practice
We offer a true alternative to traditional broker relationships and mutual fund investments. Our client service strategy is to offer investment management, specifically individual managed accounts, combined with comprehensive financial planning. This option is different from most advisors as it combines all the investment elements and tools an individual needs to be successful to achieve their financial goals.
Prior to founding KAM South, Mr. Koch, was a managing director of a private family office. With over 15 years of active investment management experience, Mr. Koch has also worked as an equity research analyst for a large institutional money manager, bank trust department and as a financial analyst for a mutual fund complex. He is a Certified Financial Planner ™ practitioner and is a member of the New York Society of Securities Analysts, the Financial Planning Association of Georgia and the Harvard Business School Club of Atlanta.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Certified Private Wealth Advisor (CPWA®)
Considerations: We regard the stewardship of your capital as a sacred trust. We place client needs first, and remain focused on how to best manage your capital.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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