We are thrilled to announce a significant new partnership between Second 50 Financial and Kingsview Investment Management (https://kingsviewim.com/). This collaboration marks a milestone in our journey to provide top-tier investment solutions and management teams to our clients. At Second 50 Financial, our commitment has always been to leverage our independence as a Registered Investment Advisor (RIA) to selectively collaborate with firms that have shown continued excellence in the industry. Our approach allows us to work with a diverse universe of managers, who we feel align with the top objectives of our client base and helps ensure that we bring onboard only those who demonstrate excellence in their field. This flexibility sets us apart from firms restricted to in-house investment teams, which often lack the diverse perspective necessary, in our opinion, for optimal wealth management.
The Due Diligence Process: Our decision to partner with Kingsview Investment Management comes after exhaustive due diligence, spearheaded by David Swift, CIMA, Kathleen Adams, CFP, CPWA, RMA, and Todd Sakoda, our Professional Outsourced Compliance Partner. This rigorous process, involving over a hours of evaluations, included multiple in-person meetings, operational diligence, and thorough reviews of performance and management strategies.
Introducing Kingsview Investment Management: Kingsview Investment Management stands out as a beacon of innovation and thought leadership in the financial industry. They are committed to a culture of excellence and offer services uniquely tailored to the modern market's demands. Based in Chicago, Kingsview shares our belief in a dynamic approach to investment management, combining the best of strategic and tactical investing.
About Scott D. Martin: Scott D. Martin, the Chief Investment Officer at Kingsview Wealth Management, is renowned for his extensive experience and accolades in the financial sector. A highlight of his career was in 2008, a pivotal year in finance, when he and his team were recognized as one of the “Best ETF Managers” by Forbes. A regular contributor to the Fox Business Channel and The Futures Institute at the Chicago Mercantile Exchange (CME), Mr. Martin is committed to maintaining a non-partisan stance in his professional contributions.
In addition to his financial expertise, Mr. Martin is a respected speaker and educator, having been featured in esteemed publications and media outlets such as The Wall Street Journal, Investor’s Business Daily, and Yahoo! Finance. His past role as a columnist for TheStreet.com adds to his impressive portfolio. Furthermore, Scott is actively involved in community service, volunteering with The Anti-Cruelty Society of Chicago, an endeavor we at Second 50 Financial admire and support, particularly for its focus on animal welfare.
Introducing the Kingsview Blue Chips Elite Strategy: Our initial collaboration with Kingsview Investment Management will focus on their individual stock strategy, known as the Kingsview Blue Chips Elite. This strategy is based on the belief that a well-curated selection of high-conviction, yet diversified, stocks can outperform in a market often dominated by indexing. The Kingsview Investment Management (KIM) Blue Chips Elite portfolio is meticulously designed to optimize exposure to top-tier domestic large-cap growth stocks, offering investors a prime U.S. growth portfolio managed by seasoned professionals.
Notably, the KIM Blue Chips Elite strategy has garnered significant recognition for its performance. It was nominated for the Best Large Cap Strategy and triumphed in the ‘2021 Best Risk-Adjusted Returns – Equities’ category, awarded by SMArtX Advisory Solutions. (for additional detail around the award click here https://partnerwithkingsview.com/tag/smartx/)
Our Growing Partnerships: This partnership adds to our impressive array of collaborations, including Day Hagan Asset Management, Northern Capital, and First Trust Capital Solutions. It represents our unwavering commitment to providing our clients with diverse and high-quality investment options.
We believe that this partnership will significantly enhance our portfolio offerings and continue to position Second 50 Financial as a leader in independent investment advisory services. Our clients' financial success and satisfaction remain our top priority, and this new partnership is a testament to our dedication to meeting their evolving needs in an ever-changing world, with the best resources available.
How does this impact you? This doesn't bring any immediate changes to your portfolio. Our plan is to gradually integrate Kingsview's strategies throughout 2024, aligning them carefully with market conditions and the unique needs of your personalized portfolio.
During our upcoming meetings, we'll discuss in detail how Kingsview's approach could enhance the long-term prospects of your investments and how it might fit alongside your current strategies. This integration will be a thoughtful, client-focused process, ensuring that any additions are beneficial and well-aligned with your financial goals.