Flexible Management for Optimum Returns
- Broad Diversification
- Potential Bear Market Protection
This strategy employs KPP’s unique market expertise to navigate every market environment. We utilize stocks, exchange traded funds, closed end funds and American Depository Receipts to gain exposure to companies and asset classes that demonstrate good value and strength. This approach allows us to be aggressive in bull market phases and transition to a defensive stance when bear market periods appear. We will short the market and raise significant cash levels when deemed appropriate. Strong diversification is employed to avoid being over exposed to any one investment or 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: 40-80
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.
$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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