Disciplined Equity

Focused Growth for Maximum Returns

Objective: Capital Appreciation | Minimum Investment: $150,000 | Risk: Aggressive

 

  • Aggressive Market Exposure
  • Proprietary Value & Momentum Rankings
  • Concentrated Sector Rotation Strategy

Combining decades of experience at both fundamental and technical analysis, KPP has developed a strategy that filters through thousands of stocks based on business quality, chart strength and underlying value. This strategy offers consistent exposure to the equity markets by focusing on only high quality companies listed on US exchanges. Although the portfolio is concentrated, we limit exposure to any one sector of the market. As with all our programs, one or more of KPP Financial’s principals invest their own money alongside their clients, which we call “Parallel Investing.”

Riskalyze Score Range: 65-90

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

Fee Breakdown

$150,000 to $249,999 0.60% of Assets per quarter

$250,000 to $499,999 0.55% of Assets per quarter

$500,000 to $749,999 0.50% of Assets per quarter

$750,000 to $999,999 0.45% of Assets per quarter

$1,000,000 and Over 0.40% of Assets per quarter

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