DUSTIN DWAIN KINGPrivate Investment Advisory
DUSTIN DWAIN KING

Investment Advisory Services

Comprehensive wealth management and investment solutions designed to help you achieve your financial goals. From traditional investments to alternative strategies, we provide expert guidance every step of the way.

Stocks & Equities

Build wealth through strategic equity investments in individual stocks and diversified portfolios across global markets.

From 1.25% AUM
Global Market Access
Fundamental Analysis
Growth & Value Strategies
Dividend Optimization
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Bonds & Fixed Income

Generate steady income and preserve capital through strategic fixed-income investments and bond portfolios.

From 0.85% AUM
Government & Corporate Bonds
Municipal Securities
International Bonds
Yield Optimization
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Mutual Funds

Access professional management through carefully selected mutual funds spanning various asset classes and strategies.

From 1.0% AUM
Diversified Exposure
Professional Management
Low Minimums
Automatic Rebalancing
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ETFs

Achieve broad market exposure and diversification through cost-effective Exchange-Traded Funds.

From 0.75% AUM
Low Cost Structure
Instant Diversification
Tax Efficiency
Liquid Trading
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Real Estate

Build wealth through real estate investments including REITs, direct property, and real estate partnerships.

From 1.5% AUM
REIT Portfolios
Direct Property Investment
Real Estate Partnerships
Income Generation
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Retirement Planning

Secure your financial future with comprehensive retirement planning strategies and tax-advantaged accounts.

From 1.25% AUM
401(k) Optimization
IRA Management
Pension Planning
Social Security Strategy
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Alternative Investments

Access exclusive investment opportunities in private equity, hedge funds, commodities, and structured products.

Custom Pricing
Private Equity Access
Hedge Fund Strategies
Structured Products
Non-Correlated Returns
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Cryptocurrency & Digital Assets

Navigate the digital asset landscape with professional cryptocurrency investment strategies and risk management.

From 2.0% AUM
Digital Asset Allocation
DeFi Strategies
Risk Management
Institutional Custody
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Commodities

Diversify your portfolio with strategic commodity investments including precious metals, energy, and agriculture.

From 1.75% AUM
Precious Metals
Energy Investments
Agricultural Commodities
Inflation Hedge
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Portfolio & Asset Management

Comprehensive portfolio management with strategic asset allocation, rebalancing, and performance optimization.

From 1.0% AUM
Strategic Asset Allocation
Regular Rebalancing
Performance Monitoring
Risk Assessment
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Tax-Efficient Strategies

Maximize after-tax returns through sophisticated tax planning, loss harvesting, and strategic timing.

From 1.25% AUM
Tax-Loss Harvesting
Asset Location Strategy
Municipal Bonds
Roth Conversions
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Estate & Legacy Planning

Preserve and transfer wealth efficiently across generations with comprehensive estate planning strategies.

Custom Pricing
Estate Tax Planning
Trust Structures
Wealth Transfer
Charitable Giving
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Risk Management

Protect your wealth with comprehensive risk assessment, insurance strategies, and hedging techniques.

From 1.0% AUM
Risk Assessment
Insurance Planning
Hedging Strategies
Volatility Management
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ESG & Impact Investing

Align your investments with your values through Environmental, Social, and Governance focused strategies.

From 1.25% AUM
ESG Screening
Impact Measurement
Sustainable Funds
Shareholder Advocacy
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Insurance & Annuities

Comprehensive insurance planning and annuity strategies for wealth protection, income generation, and risk management.

Custom Pricing
Life Insurance Planning
Disability Coverage
Long-Term Care
Annuity Strategies
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Business & Executive Services

Specialized financial planning for business owners and executives including compensation planning and succession strategies.

Custom Pricing
Executive Compensation
Stock Options Planning
Business Succession
Key Person Insurance
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Our Investment Philosophy

At Dustin Dwain King, we believe in a disciplined, research-driven approach that puts your long-term financial success at the center of everything we do.

Disciplined Process

Rigorous research and systematic investment processes that remove emotion from financial decisions.

Client-Centric

Personalized strategies tailored to your unique goals, risk tolerance, and time horizon.

Long-Term Focus

Building wealth over time through patient, strategic investing rather than short-term speculation.

Ready to Start Your Investment Journey?

Schedule a confidential consultation with our investment advisors to discuss your financial goals and learn how we can help you build lasting wealth.