Mutual Fund Portfolio
Provides more diversity with less investment, this portfolio is designed for investors who would like to further limit their risk. Because mutual funds can deliver more diversity with less investment, the Mutual Fund portfolio is a popular option. This portfolio buys only no-load, no transaction fee mutual funds, and at times will be in cash when market conditions dictate. In addition, no-load shorting funds may be used to some degree in down markets. We buy targeted mutual funds that we think will work in a particular environment or segment of the financial world. 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: $50,000
Risk: Aggressive
Minimum Investment: $50,000
Risk: Aggressive
Fees are based on the amount of assets under management at the end of each quarter.
Account Value
Quarterly Fee
$50,000 to $249,999
0.40% of Assets
$250,000 to $499,999
0.35% of Assets
$500,000 to $749,999
0.30% of Assets
$750,000 to $999,999
0.25% of Assets
$1,000,000 and Over
0.20% 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.
