^FAQFrequently Asked Questions

Most advisory relationships involve a middleman arrangement, where the advisor gathers your information, determines an allocation, and then places your money into funds or models constructed by portfolio managers you will never speak with. Scott King designs and manages the five KGI strategies himself and holds discretionary authority over them, so the reasoning behind a position and the person you can ask about it are the same. Adjustments happen when the research supports them rather than when an outside manager decides to reposition.

Every position we hold gets reviewed technically each trading day. Research runs before the market opens and after it closes, covering global macro trends, commodities, currencies, and the major asset classes worldwide, supported by premium equity and macro research subscriptions. That cadence exists because risk tends to build over weeks rather than announcing itself at a quarterly review.

The strategies came out of the years following the 2008 financial crisis, when Scott set out to build an approach that accounted for what volatility does to a portfolio someone is living on. Growth alone is straightforward to pursue. Pursuing it while managing the downside requires a different construction, and that premise is built into all five KGI strategies rather than applied selectively.

Trust administration, estate structure, tax coordination, and insurance analysis all sit inside the relationship, with full trust services delivered through our partnership with BOK Financial Trust Company. Custody, clearing, and compliance oversight come through Cetera, one of the larger independent broker-dealer networks in the country. What the family structure changes is who handles your account, not what can be done with it.

Scott handles investment strategy and portfolio decisions directly. Client operations, investment administration, and practice management each have a named person responsible, so requests reach someone who already knows your accounts rather than entering a rotation. Relationships here are expected to run for decades, which shapes how the team is built.

Continuity was part of the reason for structuring the firm the way we did. The BOK Financial Trust Company partnership means the trust receiving your assets can be administered by people who understand how those assets were invested, and Alexander King, currently pursuing the CFA designation, represents the next generation of that continuity. Estate documents tend to matter most at the moment nobody wants to be meeting a stranger.

We generally work with individuals and families who have at least one million dollars in investable assets. That threshold reflects the level of coordination involved across investments, taxes, estate structure, and insurance rather than a judgment about who deserves attention.