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k a p l a n   p i e r c e

About Us

We are a specialized investment firm focused on commodities markets. With decades of combined experience in derivatives trading, risk management, and asset allocation, we help clients navigate volatility and capture opportunities across energy, metals, and cryptocurrency sectors.

A premier commodities options investment firm specializing in precious metals, energy, and agricultural markets.

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Portfolio Management

Strategic Management. Tailored to Your Goals.

Our Portfolio Management services are designed to help you grow and protect your wealth through disciplined, research-driven strategies. We work closely with each client to build a customized portfolio that aligns with their financial objectives, risk tolerance, and investment timeline. .

01

Goal-Based
Strategy

Aligns investments with specific financial goals (e.g., retirement, education, income generation).

02

Risk
Management

Identifies, measures, and mitigates potential losses through diversification, hedging, and strategic planning.

03

Asset Allocation

Asset allocation is the foundation of a sound investment strategy. It involves strategically dividing a portfolio across various asset classes.

04

Portfolio Rebalancing

This is the process of realigning the weightings of a portfolio’s assets to maintain the desired asset allocation over time. As markets fluctuate, asset values shift—potentially exposing the portfolio to unintended levels of risk or drift from investment goals.

Global Diversification

Spreads investments across global markets to reduce country-specific risk.

Financial Planning for Executives:

a specialized service that addresses the complex and unique financial needs of high-income professionals.

Customized Solutions:

Tailors portfolios based on client risk tolerance, time horizon, and financial circumstances.
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Kaplan Pierce

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Risk Disclosure: Investing in commodities involves significant risk and is not suitable for all investors. Commodity prices can be volatile and are influenced by a variety of factors including market demand, geopolitical events, weather conditions, and regulatory changes. Past performance is not indicative of future results. Before investing, carefully consider your financial objectives, risk tolerance, and consult with a qualified financial advisor.

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US: Suite 640, Smith Tower, 506 Second Avenue, Seattle, WA 98104, USA

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