Principles Centered
w
Managing Capital
w
Protecting Wealth
Retirement Plan Consulting
By taking an active role in supporting an organizations retirement plan needs, we are able to provide sponsors with needed assistance in the performance of their duties, resulting in a more effective plan.
Speak with us about conducting a Fiduciary Audit for your organization's 401(K) Profit Sharing Plan, to ensure that your orgaization is meeting its fiduciary responsibility on behalf of it's employees.
Investment Management
The process of selecting investments which are suitable for an institution or an individual begins with having a clear understanding of the following:
1. Your values, needs and goals.
2. The appropriate manner of interpreting and designing a model investment portfolio that reflects relevant economic and market data, in light of #1 above.
KingdomTrust Capital Management, Inc. is a fee-only investment advisory and wealth services firm that serve non-profit & faith-based organizations, individuals and families, businesses and foundations.
We are honored that KTCM, Inc. has been selected as a trusted advisor, to serve the wealth management and investment advisory needs of others. Therefore, we will always adhere to the highest fiduciary & industry standards, principles and practices.
4800 Hampden Lane, Suite 200 | Bethesda, MD 20814 | Office: (301) 769-6919 |Fax: (240) 266-0788
KingdomTrust Capital Management, Inc. (KTCM) is a Registered Investment Advisor.
Copyright © 2009 KingdomTrust Capital Management, Inc. All rights reserved
Financial & Estate Planning
Financial and estate planning as a service model is a discipline that fits within the broader context of "Wealth Management".
Ultimately, our wealth services model delivers a solution for the unique needs of our clients as it may relate to protecting and leaving an inheritance for children, generating retirement income, portfolio management and credit & lending solutions.
