Orion's The Weighing Machine Kim Arthur of Main Management - The Ethos of Client Service
Today on the podcast, Ben Vaske is joined by Kim Arthur, CEO and Portfolio Manager of Main Management. Kim D. Arthur is a founding partner of Main Management, LLC. He currently serves as Main’s CEO and Portfolio manager. In 2009 Kim was recognized by Institutional Investor Magazine as a “Rising Star” of Foundations and Endowments. Kim is a regular speaker at national conferences and was a featured speaker at the Inside ETFs conference in Hollywood, Florida in January 2018. Kim has been profiled in articles by Index Universe and referenced in Barron’s, Wall Street Journal, Business Week and Fortune Magazine among others. Kim began his financial career in 1987 when he joined Montgomery Securities in their Institutional Sales division, marketing U.S. equities to Japanese institutions. He was promoted to Managing Director of Institutional Sales in 1997 during the period when Montgomery was purchased by Nations Bank. By 1999 he had advanced to the transitional head of International Sales for Banc of America Securities, following Bank of America’s takeover of Nations Bank. From 2000-2001 Kim was named the head of the Institutional Sales and Trading Department overseeing 60 sales traders in 6 cities. From January 2002 through August 2002 he was appointed the head of Equity Product Marketing. He served on the Investment Policy Committee and the Executive Management Committee at Banc of America Securities from 2000-2002.
Key Takeaways
- What is Kim’s favorite home-cooked meal or recipe?
- Kim’s career journey, how he found his way into the industry and what led him to become a co-founder of Main Management back in 2002.
- What are some of the things Kim learned by being thrown into the deep end of managing people early on?
- When it comes to retaining talent, what are Kim’s words of advice for retaining your best employees for the long haul?
- How does Kim maintain his energy and a work life balance while wearing so many hats?
- Are there any skills from Ben’s home-remodeling project that he’s been able to apply to his professional role?
- How have Kim and Main Management thought about the extraordinary market in the year thus far?
- What kind of catalyst might make our national debt and the interest payments on it an issue, or does Kim think we are okay for now?
- Where is Kim seeing opportunities in the market right now?
- What does Kim believe the role of Active Management is today?
- How does Main Management emphasize their client focus across their culture, their events and their operations?
- For advisors listening, what is a foundational checklist to take a few steps to ensure that they’re working towards providing exceptional client service?
- What is Kim’s “why” that drives him everyday?
Links
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Disclosure(s)
Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.
Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.
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