KPC OFFERS clients the ABILITY TO tailor Investment allocations to EACH INVESTOR'S UNIQUE GOALS AND OBJECTIVES VIA A TURNKEY, OPERATIONALLY EFFICIENT PLATFORM

 

Platform Advantages

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ONE K-1 AND one subscription form across multiple investments.

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KPC can accomodate investors with a low minimum investment which can also be allocated across multiple funds.

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Each investor receives a customized investment allocation, which can be reallocated as needs change

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INVESTMENT COMPARISONS AND DIGITAL SUBSCRIPTION DOCS ALL AVAILABLE VIA PORTAL

Streamlined with Simplicity

Flexible Investment Minimum

Customizable Investment

Smart Technology

Investment Process

EVALUATE

Based in NYC, our deep industry ties ensure we have exposure to the best investment ideas and investing talent.

SOURCING

KPC IS WELL POSITIONED

TO SOURCE NEW INVESTMENT IDEAS

Investment Review

 

Well defined and  thoughtful review  process

DUE DILIGENCE

 

Institutional quality  team and process

INVESTMENT DECISION

 

Investment decision  and execution

Ongoing Updates

To Clients

High touch service model  and intuitive technology

Active Portfolio  Management

 

 

Experienced portfolio team

An Alternative Investment fund should be viewed from three different  perspectives; investment, operational,

and legal. This is reflected throughout our evaluation process.

We are a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, Business-to-Business solution for the wealth advisory community

 

COLLABORATE

KPC works with independent wealth advisors to thoughtfully integrate alternative investments into their portfolios

Understand

 

While the advisor/investor have ultimate discretion over allocations, KPC can work with wealth advisors and investors in designing a tailored portfolio that complements each clients’ broader asset allocation plan

Design

 

At present, KPC offers conservative, moderate, growth, fixed income alternative, current-income generating, and  numerous other custom portfolios

Implement

 

A KPC analyst is assigned to each wealth advisor to provide guidance on operational questions, education on investment fund options, and expertise on portfolio positoning

Manage

 

All investment performance and documentation are, or can be made, available through KPC’s web-portal, the wealth  advisor’s preferred portfolio accounting system, and major custodians' monthly account statements

 

MANAGE

SMART Technology

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The most up to date performance data, comparisons between KPC investment options and multiple market indices across various metrics, and downloadable reports

 

Service Partners

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