Christian Koch is a NAPFA- Registered Advisor and Certified Financial Planner™ Professional serving the Atlanta and Athens area.
Biography:
Christian G. Koch, President and Chief Investment Officer of KAM South, is a long-time investment manager and recognized equity research industry leader. Mr. Koch 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.
Our clients rely on our specialized knowledge and sophisticated services to help them achieve their most important financial goals, for example financial security now and in the future, quality educations for their children, and comfortable retirements. We take the time to understand our clients' goals, concerns, past experiences, and requirements. Then we develop custom solutions that are tailored to meet client requirements, minimize concerns, and achieve financial goals. This singular mindset has served our clients well during the turbulent investment environment we have experienced since 2000.
Working in Financial Services Since:
With over 15 years of active investment management experience, Mr. Koch brings to bear his expertise, observations, judgement and rules of thumb to each client's financial situation.
Education:
Harvard Business School, Stetson University, University of Georgia-Terry College of Business
Personal Details:
Mr. Koch has been awarded the Paladin Registry's Five Star Designation Honor Roll. The Registry awards its Five Start quality designation to professionals who meet it high minimum standards for credentials, ethics and business practices.
KAM South is a boutique firm focused on investment management and financial planning services. Our unique value proposition is that we offer an alternative to the traditional broker based relationship and mutual fund investments.
We use the case method process that I learned at HBS. As we review your financial issues we analyze the situation, decide what actions are critical and present conclusions. We bring to bear our expertise, experience and observations to your specific need. We focus on portfolios tailored to the clients risk profile. We believe that a customized portfolio of individual stocks with improving earnings characteristics purchased at a discount to fair market value should provide above average returns.
Client Service or Business Philosophy:
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. We pledge to provide the finest combination of service in the areas of investment management and financial planning.