Balanced Income

Steady Yield for the Risk Averse

Objective: Income | Minimum Investment: $250,000 | Risk: Moderate

 

  • Income Focused
  • Moderate Volatility
  • Value Oriented Diversification

Using our time tested ability to identify undervalued assets, we created a strategy designed to accommodate investors who have a lower risk tolerance, but still desire some exposure to the potential growth of the stock market. This investment approach primarily focuses on attaining an income stream through stable dividend paying companies and quality corporate bonds. We will also purchase other income producing securities such as preferred shares or treasury bonds and notes. The equity-to-bond mix will range between 40-60 percent depending on the investment environment. Market interest rates and other economic forces will determine the optimal equity-to-debt mix. This is a fully diversified program designed to reduce risk from any one stock, bond or sector. As with all of our programs one or more of KPP Financial principals invest their own money alongside their clients, which we call “Parallel Investing.”

Riskalyze Score Range: 30-65

Accounts in this program are held and cleared through either Apex Clearing Corporation or National Financial Services LLC, a subsidiary of Fidelity Global Brokerage Growth.  For more information about their account protection click here for TD Ameritrade Institutional or click here for National Financial Services.

Fee Breakdown

$250,000 to $499,999 0.40% of Assets per quarter

$500,000 to $749,999 0.35% of Assets per quarter

$750,000 to $999,999 0.30% of Assets per quarter

$1,000,000 and Over 0.25% of Assets per quarter

Portfolio Review

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