Founded by Jay A. Kellett in 1996, KCM Investment Advisors is an investment management company that specializes in managing fixed income, domestic & international equity and balanced portfolios for individuals, institutions, pension and profit sharing plans, trusts, estates and foundations. Our investment objective is to deliver consistent long-term growth at an acceptable level of risk.
We realize that investors have a daunting task in selecting professionals to act as fiduciaries. Choosing among the various mutual funds, banks, brokers and investment advisors can be overwhelming. The following are a few of the key factors that we believe distinguish KCM from its peers.
- All KCM portfolio managers have over 30 years of investment experience.
- Our proprietary Portfolio Builder™ software.
- KCM is service oriented. We place the investment objectives and interests of our clients first.
- Low fee structure.