About King Associates, LLC

King Associates, LLC, was founded in 1997 by Bob King who has more than 35 years of experience in Sales and Marketing of Investment Management services. He has built substantial asset bases for investment counseling firms, established numerous relationships with major U.S. pension fund consultants, and managed institutional and individual portfolios. A successful investment sales manager and consistent producer, Bob has strong client servicing skills, as reflected in his long-term relationships with institutional and high net worth clients.


Bob King
BKing@KingAssoc.com
Direct Phone: (804) 740-6840
  Professional Accomplishments:

  Developed a national network of Institutional Consultants
  Tripled assets under management for one firm in four years
  Part of a team that increased assets of a firm from $100 million to over $1.5 billion
  Managed institutional and individual portfolios (with no termination during tenure)
  Trained portfolio managers to make closing presentations
  Developed superior marketing materials addressing investor and consultants concerns
  Motivated regional division of brokerage firm to record mutual fund sales and 20% annual sales growth
  Held numerous seminars on professional management
  Addressed numerous industry groups including the Investment Management Consultants Association and Public Funds Symposiums
  Developed concepts for Portfolio Management Software Systems and supervised the production of the programs
  Conducted sales seminars for security salesmen on prospecting, presentation skills, and closing techniques

Professional Associations:

  CFA Institute
  Investment Management Consultants Association (IMCA)
  CFA Virginia
  Who's Who in Finance & Industry
  Third Party Marketers Association, founding member
  National Association for Business Economics