The Flagship Program	This is an actively managed portfolio of individual stocks. The portfolio will buy stocks long and sell stocks short, taking advantage of both up and down market scenarios. Within this program of fundamentally individual stock investments, we occasionally make use of specialized mutual funds.
		A strict code of limitations is followed, which builds in certain positive controls minimizing risk.  We do not overload any one sector, limiting our exposure to about 10%.  It is also worth noting that the KPP principals are also invested in this program - their invested dollars are riding right along with their clients. Objective:    Capital Appreciation   Minimum Investment:   $250,000   Risk:   Aggressive   Fees:      Fees are based on the amount of assets under management.      Account Value   Quarterly Fee  $250,000 To $499,999:    0.55% per quarter  $500,000 To $749,999:     0.50% per quarter  $750,000 To $999,999:    0.45% per quarter  $1,000,000 and above:        0.40% per quarter

 

If you are interested in this program or want to learn more, call for a consultation with Jerry and Steve. They will sit down with you and examine where you are financially and discusss your expectations for the future. Or it can be done by phone. To sign up for a FREE CONSULTATION on line click here. Review our Privacy policy and Terms of Service.