Our Service

A Carefully Selected Basket of Stocks

We buy a small basket of U.S. stocks, derived from our independent research, which we believe has a better chance of outperforming stock mutual funds.

 

The Kinkade Investment Boutique, LLC (KIB) Difference

Reduced Advisor Risk  - KIB will only handle a portion of your portfolio, usually less than 10%.  We believe allowing a single investment advisor to manage 100% of your portfolio is too risky.

Focus  - We do one thing; invest in stocks.

Protection - We don't have access to the money you invest.  While we make buy and sell decisions for the account, only you can access your capital.  

Fee Only - We are a fee only advisor, eliminating the conflicts that exist with commission driven advisors.

Direct Access - You have direct access to Dan Kinkade, a stock veteran. For more than a decade Dan has worked on stock portfolios that cumulatively total over $1 billion.