Christian G. Koch| CFP®, CPWA®, CDFA™, RICP®
KAM - South, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Atlanta, GA 30339
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Christian Koch is an Atlanta, GA Fee-Only Financial Advisor serving metro-Atlanta, Athens, Peachtree City and all surrounding areas. Christian is a NAPFA-Registered Advisor and Atlanta CERTIFIED FINANCIAL PLANNER™ Professional. KAM South specializes in financial planning, investment management, and retirement planning, divorce financial planning, and IRA distribution strategies.
Christian Koch, President and Chief Investment Officer of KAM South, is a long-time investment manager and Best-Selling Author of two books and is recognized as one of the top thought-leaders and private wealth experts in the money management industry.
Christian is a Harvard Business School AMP graduate and former investment research analyst. He also holds the prestigious Certified Financial Planner ™, Certified Divorce Financial Analyst ™ and Certified Private Wealth Advisor® certifications, placing him in a select group of financial professionals. He focuses on retirement portfolio construction but says real success is defined by helping people make informed decisions and by client satisfaction.
Our clients rely on our specialized knowledge and sophisticated services to help them achieve their most important financial goals, for example financial security now and in the future, quality educations for their children, and comfortable retirements. We take the time to understand our clients' goals, concerns, past experiences, and requirements. Then we develop custom solutions that are tailored to meet client requirements, minimize concerns, and achieve financial goals. This singular mindset has served our clients well during the turbulent investment environment we have experienced since 2000.
Working in Financial Services Since:
With over 20 plus years of active investment management experience, Mr. Koch brings to bear his expertise, observations, judgement and rules of thumb to each client's financial situation.
Harvard Business School, Stetson University, University of Georgia-Terry College of Business
In 2013, 2014 and 2015, Christian’s credentials and work were rigorously examined and he was honored with a coveted Five Star Wealth Manager Award. When not assisting clients, Christian enjoys his involvement with the Rotary Club of Buckhead and is involved in the Harvard Business School Club of Atlanta.
Books by Christian Koch
Get a FREE CHAPTER of Get in the Game, written by Wealth Manager, Christian Koch.
Soul of Success
"Christian Koch and the World's Leading Entrepreneurs & Professionals Reveal Their Core Strategies for Getting to the Heart of Health, Wealth & Success"
- Featuring Christian Koch & Jack Canfield
Get Investment, Retirement Planning, and Financial Planning Tips from Christian Koch on Video
KAM South Mission
We regard the stewardship of your capital as a sacred trust. We place client needs first, and remain focused on how to best manage your capital. We pledge to provide the finest combination of service in the areas of investment management and financial planning.
About KAM South
KAM South is a Fee-Only wealth management firm, offering Investment Management and Financial Planning Services. As a Fee-Only advisor, KAM South receives compensation from its clients only for the services it provides; fees are not contingent on the purchase or sale of financial products which allows KAM South to offer objective and unbiased advice to its clients. It is the aim of KAM South to provide a holistic method of wealth management, integrating the disciplines of investment management and financial planning for each individual client or family.
Christian Koch, CFP®
Christian G. Koch, President and sole owner of KAM South, is a long-time investment manager and recognized equity research industry leader. Koch is a Certified Financial Planner ™ Professional, and is a member of the New York Society of Securities Analysts, the Financial Planning Association of Georgia, and the Harvard Business School Club of Atlanta.
Converting Your Investment Portfolio into Retirement Income
At KAMSouth, we also specialize in providing retirement income strategies. Our investment process is designed to develop customized portfolios to achieve predictable and sustainable income. The economics of the new retirement are such that one must develop an income and investment plan that supports the “De-cumulation” phase. The best analogy is a Mt. Everest climber who spent all of his time planning the climb up and no time planning his descent down. Most accidents happen on the descent, after the hiker has made it to the top. Converting your investment portfolio into retirement income is critical. It requires a different strategy than that of the accumulation phase. Our unique retirement strategy focuses on individual securities with attractive interest and dividend characteristics without over-emphasizing fixed income investments.