Winston Paul Capital Management
Investing
Why pick this one
Winston Paul Capital Management uses its DEFEND & Deploy® strategy to dynamically adjust equity exposure as markets rise or decline.
Best for
- Investors seeking dynamic risk management rather than static buy-and-hold models
- Clients wanting coordinated financial, tax, estate, insurance, and investment planning
- Investors seeking a complimentary second opinion on an existing portfolio
- Business owners and executives seeking a 401(k) analysis
- Clients concerned about reducing portfolio exposure during declining markets
Specialties
- Investment management using technical and fundamental analysis
- Dynamic equity exposure adjustment
- Portfolio downside-volatility management
- 401(k) analysis and plan solutions
- Investment portfolio second opinions
Certifications
- J Thomas Knight, CFP®
- J Thomas Knight, CPA
- J Thomas Knight is an Investment Advisor Representative
- Winston Paul Capital Management, Inc. is an Investment Advisor in Virginia
What makes them different
- Uses the proprietary DEFEND & Deploy® investment management approach
- Dynamically adjusts equity exposure as markets rise or decline
- Uses technical and fundamental analysis for investment decisions
- Offers a pressure-free, complimentary second opinion on investment portfolios
- Provides a low-cost, feature-rich 401(k) solution
Distilled from this business's own website.
Contact & Location
- Address
- 301 N Main St, Winston-Salem, NC 27101-3815
- Phone
- +13367459726
- Website
- http://www.winstonpaul.com
- jknight@winstonpaul.com
Services
- Financial planning
- Proactive tax planning
- Estate planning
- Insurance and annuity planning
- Investment management
- 401(k) solutions