Kopp Investment Advisors: Profile

Department Summaries

            Marketing/Client Services     The marketing team is dedicated to the communication of Kopp Investment Advisors' investment philosophies and disciplines to both prospective and current clients.

Once you have become a client of Kopp Investment Advisors, you can expect monthly statements from your broker/brokerage firm along with a quarterly complement from Kopp. The Kopp reports include: a detailed report of your portfolio's performance as it compares to the major equity indices; a portfolio appraisal that shows each position, average cost basis, original amount invested, current market value and the percentage representation of each position in the portfolio; and Kopp's Quarterly Newsletter to Clients featuring a current market recap. Annual personal portfolio reviews at our facilities in Edina, Minnesota, are encouraged because we are dedicated to providing exceptional service and communication to our clients.

            Research Analysts     Lee Kopp heads the team of Kopp Investment Advisors' analysts. The Emerging Growth Strategy team's charge is to discover companies emerging as market leaders within their industries or companies that may be re-emerging as major influences in their industries. To this end, the team travels to investment conferences, trade shows and individual companies, meeting with industry analysts and corporate management. The TQM Strategy team uses a proprietary multifaceted scoring methodology to evaluate and rank larger-cap companies based upon their effective application of TQM-based management techniques.

            Portfolio Managers     The senior portfolio managers — Lee Kopp and Sally Anderson — bring more than 85 years of combined investment experience to the management of your portfolio. With the guidance of our senior portfolio managers, each privately managed portfolio is monitored to achieve consistency in its investment strategy.

            Trading     The members of Kopp's trading department are in daily contact with over 75 "market making" firms across the country. By combining a commitment to technological advancement with personal contact, we strive for the best price and execution on behalf of our clients. Generally, orders are entered directly with the trading desk of the securities firm where a client's assets are domiciled.

            Operations     Kopp's Operations Department is responsible for the smooth execution of all back-office activity including client communications, tracking of individual portfolios and the maintenance of performance reporting compliant with AIMR standards.

03/17/06

Questions or comments? Contact info@koppinv.com