Handpicked Mutual Funds for Flexibility, Strength and Diversity
This popular strategy utilizes KPP’s unique market expertise and adept ability to select top fund managers who produce quality portfolios for every market condition. We only invest in no-load, no-transaction fee mutual funds selecting from thousands of funds and hundreds of mutual fund families. Mutual funds provide instant diversification and access to some of the best money managers in the world across multiple asset classes. Depending on market conditions we will carry heavy cash balances and short the market when appropriate. 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.”
Depending on the Client's Risk profile; determined by a Riskalyze questionnaire, personal retirement map and other life factors, we recommend one of the following investment strategies:
Aggressive Growth Balanced Growth
Primary Goal: Capital Appreciation Primary Goal: Capital Appreciation Secondary Goal: Income Secondary Goal: Income Riskalyze Score Range: 65-80 Riskalyze Score Range: 50-65
Moderate Income Conservative Income
Primary Goal: Income Primary Goal: Income Secondary Goal: Capital Appreciation Secondary Goal: Capital Preservation Riskalyze Score Range: 35-50 Riskalyze Score Range: 20-35
Accounts in this program are held and cleared through National Financial Services LLC, a subsidiary of Fidelity Global Brokerage Group. For more information about their account protection click here.
$50,000 to $249,999 0.40% of Assets per quarter
$250,000 to $499,999 0.35% of Assets per quarter
$500,000 to $749,999 0.30% of Assets per quarter
$750,000 to $999,999 0.25% of Assets per quarter
$1,000,000 and Over 0.20% of Assets per quarter
Portfolio ReviewSchedule a Meeting »
Get a free expert opinion on your current financial standing, or more info on our investment programs. We have helped thousands of people in the past and we can assist you via an in person meeting, phone call or e-mail.