Capital 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.”

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.”