Select Growth & Income Programs

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.

Fee Breakdown

$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 Review

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