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Jim Koch is the Founder and Principal of Koch Capital Management, an independent Registered Investment Advisor (RIA) in the San Francisco Bay Area. He specializes in providing customized financial solutions to individuals, families, trusts and business entities so they are better able to achieve their goals. Jim sees himself as an "implementer" of financial innovation, using state-of-the-art technology to provide practical investment management and retirement planning solutions for clients.
- Description: Registered Investment Advisor (RIA).
- Interests: Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Gold, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short
Koch Capital Management LLC Koch Capital Management LLC (“Koch Capital”) provides wealth building and retirement planning services to individuals, families, trusts, endowments, qualified retirement plan sponsors, business entities and other advisers. Services include portfolio management, retirement income planning and alternative asset ...More
investing. Essentially, we focus our expertise on investment and risk management and utilize our unique client platform to integrate the services of other related financial professionals like tax accountants and estate attorneys. We are a California state Registered Investment Advisor meaning the firm’s compensation is solely from client fees. We sell no products nor do we receive commissions on any investment we recommend. Assets under direct management of Koch Capital are held by independent custodians including Charles Schwab, TD Ameritrade and others in the client’s name. This means clients have direct access to their accounts as well as the knowledge of all activities within their accounts. We analyze and use all financial assets at the client’s disposal to minimize the traditional dependency on stock market growth to save for retirement. Our retirement planning approach matches short and medium-term retirement cash flow needs to specific income producing assets and utilizes specific growth assets to fund farther out retirement obligations. In a nutshell we focus on mitigating the risk that the client will run out of money in retirement by a certain age given a desired level of retirement income. For more details on our retirement planning approach, please talk to us or view our short educational video series located in the Video Tutorial section of our website.
Retirement Assist The goal of this blog is to increase awareness around wealth building and retirement planning issues and to provide best practice tips and practical solutions for the independent, intelligent individual investor. The name Retirement Assist comes from a specific retirement planning service that we provide ...More
clients who prefer to manage their own finances but use Koch Capital for investment recommendations as well as targeted retirement advice. In essence, we serve as the investor’s co-pilot, ready to provide our services if and when our clients request it.Retirement planning is very different animal from investment management, even though you’ll often hear the two terms used interchangeably in the press. For the retirement-oriented investor, creating future outcomes with certainty is more important than relying on the hopeful expectations of a rising stock market. Main question we’ll return to in this blog time and time again is, "what is lifestyle certainty worth to you and how do you get there?"Nobody likes reading homework, so we designed this blog to use as much video, charts and interactive visual applications as possible since we believe this approach is a more effective and engaging way to explain complex financial concepts. Here at the Retirement Assist blog you’ll experience more visual beef and less jargon-laden dribble.The first web-based tool we are going to introduce is Koch Capital's Web Store, which really is a collection of retirement planning tools and resources. Many of the tools are free to the public, but some require client-specific customizations in order to derive their true value. Each week we’ll explore a new retirement topic and its related resource from the Web Store. Thus you, the blog reader, will have an opportunity to play along interactively where appropriate or possibly watch a tutorial video that demonstrates that week’s best practice. While we believe all our readers will benefit from our financial content, our primary target audience is the do-it-yourself investor who is comfortable managing their own finances and operating in an online, browser-based environment. Please think of this blog as your virtual retirement resource center where you can pick and choose just the items of most interest to you.
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