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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

Streamlined with Simplicity

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

SERVICE PARTNERS

Information

For Funds and Investments

For Wealth Advisors & Clients

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