Advisors

Fee-Based | Index Annuities | Alternative Investments

When you allow yourself to do what you do best, interact with clients, while maintaining a cutting-edge solution, fantastic customer service, and achieve the goals you have set, great things can happen.

financial advisor texas, financial advisor dallas, financial advisor fort worth, financial advisor austin, financial advisor san antonio, financial advisor houston, financial investor texas, financial investor dallas, financial investor fort worth, financial investor austin, financial investor san antonio, financial investor houston, investing texas, investing dallas, investing fort worth, nvesting austin, investing san antonio, investing houston

Wealth management platform

We provide an easy-to-use wealth management solution on a flexible platform through Charles Schwab, helping you get time back for what matters – clients. KCP provides affiliated Financial Advisors with a well-tested investment process founded on academic research and backed by decades of research. The confidence of diversification, low fees, and low portfolio turnover is to maximize return potential while striving to offset’s market risk. At KCP, our investment approach is based on a belief in the markets, rather than relying on a futile forecasting or trying to outguess others.

A well-tested investment process founded on market research

| Investment philosophy and process – Our investment philosophy has been shaped by decades of research. We believe that security prices reflect all publicly available information as intense competition among market participants drives prices toward fair value.

| We seek to add value by building portfolios that target higher expected returns in a cost-effective manner. Through a dynamic investment process that integrates research, portfolio design, portfolio management, and trading, we manage the trade-offs that matter for performance-balancing competing premiums, diversification, and costs. This approach is applied consistently across a full suite of global and regional equity and fixed income strategies, allowing us to help meet the diverse needs of investors worldwide.

financial advisor texas, financial advisor dallas, financial advisor fort worth, financial advisor austin, financial advisor san antonio, financial advisor houston, financial investor texas, financial investor dallas, financial investor fort worth, financial investor austin, financial investor san antonio, financial investor houston, investing texas, investing dallas, investing fort worth, nvesting austin, investing san antonio, investing houston
financial advisor texas, financial advisor dallas, financial advisor fort worth, financial advisor austin, financial advisor san antonio, financial advisor houston, financial investor texas, financial investor dallas, financial investor fort worth, financial investor austin, financial investor san antonio, financial investor houston, investing texas, investing dallas, investing fort worth, nvesting austin, investing san antonio, investing houston

Access to an exclusive fixed annuity and life insurance platform

Partnering with us means you’ll work with an organization that knows how to market fixed index annuities. KCP has created a close relationship with an industry leading IMO with access to over 60 insurance carriers for affiliated advisors to take advantage of.

| An industry-leading online contracting system designed to make submitting carrier contracts faster, easier and more accurate.

| By using our online registration process, you can be set up to contract with any carrier in about 15 minutes

Get practical benefits that help you:

| Focus on your clients – We provide you with the tools you need.

| Leverage the latest technology – Without having to buy it, build it, or maintain it.

| Increase your team without adding overhead – Our team backfills your team, including our partner Dimensional Fund Advisors, our investment management team, service teams and our practice management experts.

financial advisor texas, financial advisor dallas, financial advisor fort worth, financial advisor austin, financial advisor san antonio, financial advisor houston, financial investor texas, financial investor dallas, financial investor fort worth, financial investor austin, financial investor san antonio, financial investor houston, investing texas, investing dallas, investing fort worth, nvesting austin, investing san antonio, investing houston
financial advisor texas, financial advisor dallas, financial advisor fort worth, financial advisor austin, financial advisor san antonio, financial advisor houston, financial investor texas, financial investor dallas, financial investor fort worth, financial investor austin, financial investor san antonio, financial investor houston, investing texas, investing dallas, investing fort worth, nvesting austin, investing san antonio, investing houston

Our suite of services includes:

| Growth programs and coaching – Including best practice tips, investor communications, market research, industry thought leadership and our monthly What’s New newsletter.

| Case management – Get individualized portfolio help, tax return and tax transition analysis, and proposal support from a team of experienced specialists.

| Marketing and communications – Market strategy and planning, social media, and access to strategic alliances.

So you can be prepared, ahead of the competition, and on course to achieve your business goals.

Let us help you maintain your competitive advantage, while you strengthen your client relationships. It’s a model that lets you focus on the true value you provide – your advice.