Investment Programs
For the Aggressive Investor
Our capital growth strategies - including Disciplined Equity and Dynamic Growth - were created for the riskiest of investors. 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.
For the Moderate Investor
Our moderate strategies - including Balanced Income and Equity Income + - were created for investors who take a more balanced approach to risk. Whether you're focused on value-oriented diversification or dividend and option income, either strategy will provide you decent exposure to the market while simultaneously providing safeguards to protect you from further risk.
![Moderate beaker](https://kppfinancial.com/hs-fs/hubfs/Moderate%20beaker.png?width=108&height=170&name=Moderate%20beaker.png)
![conservative beaker](https://kppfinancial.com/hs-fs/hubfs/conservative%20beaker.png?width=108&height=170&name=conservative%20beaker.png)
For the Conservative Investor
Our conservative program - Stable Income - was created for the risk-averse investor. Focused on investing in quality fixed-income securities to create steady yields, our conservative program emphasizes limiting interest rate risk for the more cautious investor.