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Aggressive Investment Programs

Focused on maximizing returns through flexible management and focused growth, our aggressive strategies provide consistent exposure to high-quality companies and asset classes to help achieve your financial goals. 

Dynamic Growth

Flexible Management for Optimum Returns

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About Dynamic Growth

This growth investment program 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 investment strategy 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 overexposed 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.”

Financial Planning and Analysis:

Riskalyze Score Range: 40-80
 
Opportunistic | Broad Diversification | Potential Bear Market Protection
 

Accounts in this program are held and cleared through Charles Schwab. For more information about their account protection, visit Charles Schwab Institutional.

Fee Breakdown

$150,000 - $249,999      0.60% of Assets Per Quarter

$250,000 - $499,999      0.55% of Assets Per Quarter

$500,000 - $749,999      0.50% of Assets Per Quarter

$750,000 - $999,999      0.45% of Assets Per Quarter

$1,000,000 and Over       0.40% of Assets Per Quarter

Note – Billing occurs at the end of each quarter. It is calculated using the market value on an accrual basis of your account(s). Accrual basis means that dividends and interest ‘earned’ but not yet ‘posted’ as paid are used to compute the billing. The billing is also based on cash flow meaning all additions and subjections of funds in the client’s account during the billing period are prorated base on the number of business days left in the billing quarter. It is also rounded off to the nearest dollar amount.

Disciplined Equity

Focused Growth for Maximum Returns

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About Disciplined Equity

Combining decades of experience at both fundamental and technical analysis, KPP has developed a strategy that filters through thousands of stocks based on business quality, chart strength, and underlying value. This strategy offers consistent exposure to the equity markets by focusing on only high-quality companies listed on US exchanges. Although the portfolio is concentrated, we limit exposure to any one 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.”

Financial Planning and Analysis:

Riskalyze Score Range: 65-90 
 

Aggressive Market Exposure | Proprietary Value & Momentum Rankings | Concentrated Sector Rotation Strategy

Accounts in this program are held and cleared through Charles Schwab. For more information about their account protection, visit Charles Schwab Institutional.

Fee Breakdown

$150,000 - $249,999      0.60% of Assets Per Quarter

$250,000 - $499,999      0.55% of Assets Per Quarter

$500,000 - $749,999      0.50% of Assets Per Quarter

$750,000 - $999,999      0.45% of Assets Per Quarter

$1,000,000 and Over       0.40% of Assets Per Quarter

Note – Billing occurs at the end of each quarter. It is calculated using the market value on an accrual basis of your account(s). Accrual basis means that dividends and interest ‘earned’ but not yet ‘posted’ as paid are used to compute the billing. The billing is also based on cash flow meaning all additions and subjections of funds in the client’s account during the billing period are prorated base on the number of business days left in the billing quarter. It is also rounded off to the nearest dollar amount.

Unsure of What Type of Investor You Are?

Take our Risk Assessment Questionnaire to determine which one of our programs works best for you.