Kingwest&Company

What We Do

We manage money for individuals and institutions. The money we manage is critical to someone’s future. That gives our work very real human impact.

$1.4B

Assets Under
Management

43 Years

Experience

+2.2%

30 Years of Annual
Excess Return*


*Kingwest Avenue Portfolio

What To Expect As Our Client

You work directly with the people making investment decisions. You hold the same positions we hold because all our liquid assets are invested in these same portfolios. We provide complete transparency on every holding and its investment thesis. We have followed this approach consistently since 1982.

Individuals
Institutions
Financial Advisors

Who We Are

Kingwest has one of the longest continuous track records in the industry. Richard Fogler has managed the strategy since 1982. Anthony Visano came aboard as co-manager in 2020 to keep it going for another four decades.

How We Invest

We see opportunity where others see complexity. We hold for years, not quarters, until our investment thesis plays out.

Contact

Tim Regan MBA, CFA
Managing Director
+1-416-927-7740
+1-800-850-6393
tregan@kingwest.com


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