Investment Strategies

Investment Strategies

We specialize in these specific areas using investment strategies that best fit your needs.

For Institutions

For institutional investors, we offer our Highly Concentrated Strategy and Core Equities Strategy in separately managed accounts (SMAs).  Our Highly concentrated Strategy is designed to supplement an institutional investor’s existing β exposure by overweighting a small number of highly vetted stocks.

For Advisors

For Financial Advisors and RIAs, we offer our strategies as model portfolios, allowing the advisor to control all trading and final decision making while adding value to clients by allowing them to hold and see individual stocks selected by KDI.

For Individuals

For high net worth clients, we offer both taxable and tax-exempt versions of our Core Equities Strategy.  The Core Equities Strategy is available in a comingled partnership structure or in separately managed accounts (SMAs), which provide clients direct access to their accounts through TD Ameritrade.