Kingfisher is a leading, privately owned, and independently managed financial services firm dedicated to serving select families and institutions. For nearly three decades, we have helped clients formulate goals, anticipate and manage risks, and solve complex problems within their personal, business, and philanthropic enterprises. We are experts in research-driven money management, comprehensive wealth advisory and consultative solutions. Whether you seek investment management, financial and estate planning, or family office and consulting services, our integrated model provides you a framework for pursuing your personal, institutional and financial ambitions. Our goal is to help affluent families, professionals, business owners, and institutions protect and expand wealth to achieve their security, lifestyle, and legacy objectives. We deliver value-added financial advice, intelligent investing, and personalized client service to create lasting relationships built on accountability and trust. www.kingfishercapital.com Our firm was established in Charlotte, North Carolina in 1989 with the formation of James M. Myers Research, Inc., an investment boutique specializing in value-oriented and alternative strategies. In 2004, our company was acquired by WealthTrust, LLC, an investment management holding company with collectively $6 billion in affiliated assets. In 2009, the firm returned to its roots as an independent investment adviser when its managing principals purchased all outstanding ownership interest from WealthTrust and formed Kingfisher Capital, LLC. As part of the transaction, all of the firm principals and employees remained with the firm.
