What We Do

Long-Term Approach to Investing
We consider ourselves to be investors, not traders, as demonstrated by our low turnover across strategies.
Truly Active Portfolio Management
We strive to add value for our clients beyond returns that can be achieved through passive, index-based investing. Our high Active Share and focused portfolios illustrate the conviction we place in our research-based approach.
Delivering on Risk
We seek to achieve favorable risk-adjusted returns through disciplined portfolio management. Integrated throughout our investment process are checks and balances, risk awareness and accountability to the highest levels of the firm.

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Services

With access to investments, insurance, small business, and self-directed solutions, we have an array of offerings...
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Research

The Kingston Trading research department deliver unbiased, high-quality fundamental data, stock selection models, stock...
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