Individual Stock Management Account - Our Flagship Program
This is an actively managed portfolio of individual stocks in which we will buy long and sell short, taking advantage of both up and down market scenarios. Within this program of individual stock investments, we occasionally make use of specialized mutual funds. A strict code of limitations is followed by this program which builds in certain positive controls thereby minimizing risk. We do not overload any one sector, limiting our exposure to about 10 percent. It is worth noting that KPP principals are also invested in this program and that they practice “Parallel Investing” meaning their assets are invested in the same equities as their clients.
Objective: Capital Appreciation
Minimum Investment: $250,000
Risk: Aggressive
Minimum Investment: $250,000
Risk: Aggressive
Fees are based on the amount of assets under management at the end of each quarter.
Account Value
Quarterly Fee
$250,000 to $499,999
0.55% of Assets
$500,000 to $749,999
0.50% of Assets
$750,000 to $999,999
0.45% of Assets
$1,000,000 and Over
0.40% of Assets
If you are interested in this program or want to learn more, call for a consultation with Jerry and Steve. They will sit down with you and examine where you are financially and discuss your expectations for the future. Or it can be done by phone. To sign up for a FREE CONSULTATION on line click here.
