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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.
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