Firm

James P. Kniffen Portfolio Management, LLC was registered with the State of North Carolina on May 16, 2019.  However, this is simply a new chapter in my 34 year financial services career mostly right here in Wake County.  For the past several years I served as Senior Portfolio Manager for a larger firm in Raleigh while also developing and serving my own clients.  

I currently manage about $33 million for about 35 clients.  The long term business model is simply to do a great job for all my clients.  In so doing, I will earn their loyalty.  As they grow, if I am faithful in what they have entrusted to me, perhaps they will entrust me with more.

Of course, if I am doing a great job for them, they will want to share that with their friends, family and other advisors such as their CPA and attorney.

The relationships I have with my clients are a wonderful benefit of this profession.  But I must never forget - I have been engaged to provide excellent investment management.  I have a job to do!