KPC OFFERS CLIENTS THE ABILITY TO TAILOR INVESTMENT ALLOCATIONS TO EACH INVESTOR'S UNIQUE GOALS AND OBJECTIVES VIA A TURNKEY, OPERATIONALLY EFFICIENT PLATFORM
Due diligence and operational oversight minimize the potential for fraud and misappropriation
Customizable Investment
Tools to manage the risk exposure, performance characteristics and liquidity of your alternative investment portfolio
Flexible Investment Minimum
Construct portfolios or single fund allocations that meet your unique investment objectives
Smart Technology
Reporting that revolutionizes how you view analyze your portfolio
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
INVESTMENT PROCESS
EVALUATE
Based in NYC, our deep industry ties ensure we have exposure to the best investment ideas and investing talent.
An Alternative Investment fund should be viewed from three different perspectives; investment, operational, legal. This is reflected throughout our evaluation process.
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
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
DESIGN
At present, KPC offers conservative, moderate, growth, fixed income alternative, current-income generating, and numerous other custom portfolios
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
The most up to date performance data, comparisons between KPC investment options and multiple market indices across various metrics, and downloadable reports