Not only do we utilize the latest investment technology when conducting research, but we also deploy the industry’s leading cloud based tools that allow us to deliver easy to understand answers to our clients in a convenient package.
Parallel Investing is a simple concept that provides assurance that our decisions, on behalf of our clients, are free from conflicts of interest. Put simply, every investment we buy or sell for clients is purchased or sold for one or more of the principals of KPP Financial as well, at the same price, on the same day and at the same percentage of the portfolio. So we never make an investment decision for our clients that we would not make for ourselves. This is a rare practice in our industry, but we feel it is crucial to our success as trusted financial advisors and fiduciaries.
This assures that our clients share in our success, as they become our parallel investment partners.
Choosing an investment advisor can be a difficult task due to the complexities of the industry and topic at hand. As a boutique independent financial advisor we are able to streamline our communication and allow clients unparalleled access to our advisors.