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