Scott Martin

Scott Martin

Chief Investment Officer

Scott Martin is Chief Investment Officer and Chairman of the Investment Committee at Kingsview Asset Management. He also serves as Contributor to the Fox News Channel and is a Contributor to The Futures Institute at the Chicago Mercantile Exchange (CME).

smartin@kingsviewam.com
Paul Nolte

Paul Nolte

SVP, Portfolio Manager

Paul Nolte is a Senior Vice President, Portfolio Manager, a Chartered Financial Analyst, and member of the Kingsview Investment Committee. Paul brings nearly 30 years of investment advisory experience to the Kingsview Asset Management team. Whether discussing the markets with his clients or a financial news anchor, Paul’s advice is frequently featured in major industry publications as a significant thought leader.

pnolte@kingsviewam.com
Mitch Ehmka

Mitch Ehmka

Head Trader

Mitch Ehmka is the Head Trader at Kingsview Asset Management. He is the Portfolio Manager for the CORE Portfolio Series and a member of the Kingsview Investment Committee. Mitch assists the advisors and the Investment Committee with strategy execution as well as investment model integration within Kingsview’s portfolio systems. Mitch also spearheads data and research projects at the firm.

mehmka@kingsviewam.com

The Philosophy

Our services are uniquely positioned to serve a broad range of investors due to the diverse offering of KIS model portfolios. We firmly believes that investor’s needs tend to be far more complex than a simple risk/return profile and need to be treated as such.

We offer multiple portfolios, each with unique investment methodologies to ensure that management style, investment objective, and risk tolerance are taken into consideration when an advisor is selecting a suitable investment portfolio for their client. This allows our advisors the opportunity to more accurately match a portfolio to the individual investor’s risk tolerance and investment psychology, which ensures a more favorable chance at long-term relationship success.

An In-Depth Look at our Methodology

Strategic

Seventeen asset classes across major market groups.
Proprietary rebalancing target when portfolio goals are reached.
True long-term market and asset class diversification.

STRATEGY: CORE

Active

Multiple asset class participation, at varying degrees.
Rebalancing when investment inputs suggest mispricing.
Compelling long-term view of owning only the best asset classes.

STRATEGY: AAA

Tactical

Wide asset class ownership, based on quantitation factors. Rebalancing when major economic fundamentals change. Participation in good markets, avoidance in bad ones.

STRATEGY: PROCAP, AMBASSADOR INCOME, SECTOR ALPHA, BLUE CHIPS

Multi-Strategy

Wide asset class ownership, based on quantitation factors. Rebalancing when major economic fundamentals change. Participation in good markets, avoidance in bad ones.

STRATEGY: MULTI-STRAT

Our Strategies

CORE
Strategic

CORE

Broad exposure to seventeen asset classes.
Conditional rebalance based on weighting targets.
Catered to client risk profile.
Award-winning, notable approach.

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ProCap
Tactical

ProCap

Fundamentally driven asset allocation with active overlay.
Economic sensitivity to asset class exposure.
Long and short flexibility on equity ledger.
Creative asset class weighting including commodities and currency.

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Ambassador Income
Tactical

Ambassador Income

Tactical approach to fixed income ownership.
Economically focused exposure to yield curve and instruments.
Long and short exposure to interest rate sensitivity.
Credit curve diversification through multiple ETF ownership.

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Sector Alpha
Tactical

Sector Alpha

Economically sensitive sector rotation implementation.
Specific sector targeting amongst s&p 500 major sectors (10).
Deeper level exposure to 23 s&p 500 subsectors.
Equal weighting amongst 5 sector positions.

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Blue Chips
Tactical

Blue Chips

Quantitatively focused stock selection strategy within the S&P 500.
Fundamentally sensitive exposure to major sectors of the equity markets.
Actively managed equity allocation with occasional rebalancing.
Goal oriented drive to limit downside while providing significant upside capture.

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Multi-Strategy
Multi-Strat

Multi-Strategy

Combination of several portfolio themes and goals.
Weighted according to risk objective.
Wide variety of asset class participation.
Methodology variation based on portfolio.

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Find Out More

Learn how a Kingsview Investment Strategies portfolio can meet your investment needs. Contact us and one of our portfolio managers will reach out to you with more information.

Contact Us Today