Who We Serve

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Individual Investors

At KCP, our services are designed to deliver a consistent investment experience for our investors over time in all kinds of markets.

| We offer more than a product. We bring our philosophy, which is rooted in academic research and focused on a disciplined process to work with investors to create value over time.

| Our investors access our distinctive portfolios through our network of like-minded advisors who share our belief in the power of diversification, academic research, and efficiency.

Advisors

With KCP, you get a better model for investing your client’s assets.

| A measured, consistent approach that resonates with investors – Instead of relying on unpredictable forecasts or the latest “hot tip,” we bring academic research and help you with disciplined execution. This enables you to communicate with confidence with your investors—in any type of market.

| The merits of a disciplined investment strategy – Our approach limits portfolio turnover, trading costs and tax consequences and is designed to maximize potential returns while minimizing risks over time. Our approach can set you apart from other advisors in the market—and help grow your assets under management.

| The tools you need to grow your business – KCP intelligently designed investment portfolios are just part of the story. In addition, we offer a broad array of support, technology, marketing, and coaching to help you build your business.

| All-inclusive Platform – Whether you are moving from a wirehouse, an independent B/D, or a bank – you need a partner that will provide a fairly priced, open architecture, all-inclusive platform designed to make advisors more efficient and more profitable!

KCP offers a full suite of turn-key back office service solutions allowing advisors the opportunity to outsource administrative and operational tasks, compliance, and portfolio management, for our RIA and IAR partners.

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