Discretionary Portfolio Management: KCPS manages customized or mandate-specific portfolios on a discretionary basis. In this capacity, KCPS can provide Financial Advisors with asset management expertise and support to meet specific client needs as part of a larger investment solution. KCPS works with Financial Advisors to identify the best solutions for each investor. Investment mandates can be for balanced multi-asset portfolios or for specialized portfolios focused on a specific asset-class or group of asset-classes, both traditional and alternative.

Investment Advisory:  KCPS team of investment professionals provides advisory services that address all aspects of a Financial Advisor’s business and are a powerful tool for the advisor looking to broaden his/her scope. KCPS’s objective and independent investment management advice can be tailored to meet the specific needs of Financial Advisors and include strategic or tactical asset allocation, manager selection, alternative investments strategies and/or evaluation and monitoring of direct investment opportunities. 

Financial administration:  KCPS offers a full range of administrative services that complement its investment management expertise and provide comprehensive solutions that allow a Financial Advisor to address the full range of his/her client’s needs. These administrative services include asset consolidation and interacting with banking entities, accountants, attorneys and other external providers.