AMP: “All Markets Portfolio”

AMP represents a diverse set of investment strategies designed to protect value and create steady gains. These may range from hedged mutual funds to alternative investments (some of which we mention below). Contact us to discuss how AMP might work for you.

Private Placement

KII offers a private placement limited partnership, in existence since 2004, delivering fixed returns. Because of regulations surrounding private investments, we cannot discuss it or describe it publicly. Further information is available for those clients who qualify. Please contact us for information.

No Load and Load Waived Mutual Fund Portfolios

For years we have managed mutual fund portfolios featuring no load and load waived funds. They are designed simply to “make more/lose less”. These fund portfolios have a fit in certain situations and we apply them accordingly.

Sub-Advisory Portolios

We are  able to offer sub-advisory relationships with firms that can provide superior niche portfolios to our clients, particularly in the 401K area. An example of this is Performance Trust Investment Advisors in Chicago IL. PTIA has an outstanding performance history using highly specialized, proprietary methods in the area of bonds. Ask us how a managed portfolio could help you personally or fit into your 401K plan, just as if it were a mutual fund!