With every client, we insist on maintaining a close, personal touch. When we accept your account, we protect and care for you and your family as we would our own. Our firm's commitment to our clients and their integrity is well respected. We have developed partnering relationships with our clients to establish the foundation of our firm. Please contact us using our contact page if you have any issues you would like to discuss. Our team will thoroughly review your situation before we make any recommendations. 

About Keith

Keith B. Frifeldt has a B.A. degree in Finance from Michigan State University, a B.B.A. degree in Accounting from Florida Atlantic University and was previously a Florida licensed C.P.A.  He started working in the financial industry in 1984. While at KFCM Market Research, Inc., a Registered Investment Advisory firm that Keith founded, he consistently provided superior risk adjust returns as compared to the S&P 500 index.  In 1998 MoniResearch, a performance tracking organization, listed his firm as having the top one, three and five year performance track record. It also consistently ranked his firm as having one of the top risk adjusted returns of those firms that they tracked.

Alternative Strategies

Our proprietary Alternative Strategies are rule based quantitative trading systems designed to take advantage of various market inefficiencies (repeating patterns) found in the equity and bond markets. They are designed to reduce volatility and enhance a client’s total portfolio returns. Holding periods on investment positions vary by program and can range from one day to several weeks. All of our quantitative programs are designed to outperform their benchmarks on a risk adjusted basis.

Advantages 

  • Hedge Fund style investments without hedge fund style charges
  • Low correlations relative to the S&P 500 Index
  • Great diversification potential for long only equity holdings
  • Lower monthly volatility than the S&P 500 Index
  • Daily Liquidity
  • Full Transparency