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  • Home
  • About us
  • Expertise
  • Team
  • Philosophy
  • Commentary
  • Contact
    • Striking the Right Balance

    • An Integrative Approach

      Combining quantitative analysis with common sense investment experience

    • Exceeding Our Clients’ Expectations is Paramount

      We Set High Personal and Company Standards and Aspire to be The Best at What We Do

  • About us

  • KCM is an independent Registered Investment Advisor under Section 203(c) of the Investment Advisors Act of 1940. KCM is recognized for adhering to our core competency, offering Equity and Fixed Income investment management for families, trusts, endowments and institutions. KCM Portfolio Managers have eighteen to thirty plus years of experience.

    KCM’s utilizes a customized approach to establish proper asset allocation to meet the specific needs and risk tolerance of each client.

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  • Expertise

    • Common Stock

      Our objective is to maximize total return while concentrating on quality securities with proper diversification.

    • Fixed Income

      Select high quality securities to generate a tax efficient income stream that is tailored to a client’s specific needs.

    • Balanced Account

      Our objective is to maximize total return while adhering to a portfolio balanced between quality stocks and bonds.

    • Preferred Stock

      Our objective is to provide a high level of current income by constructing a highly diversified portfolio of Preferred Stocks.

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  • Meet our team

    • Jay A.
      Jay A. Kellett
      Founder – CEO/CIO
    • John C.
      John C. Pogue
      President and Senior Portfolio Manager
    • John A.
      John A. Lundin
      Partner and Senior Portfolio Manager

  • View all the team members
    • 225
      +

      Years of Combined Experience

    • $
      4

      Billion Under Management

    • 22
      +

      Years as Investment Advisors

  • Philosophy

    KCM believes in the long-term potential of the stock and bond markets to achieve financial wealth. KCM’s investment philosophy focuses on the importance of compounding growth. Our fundamental investment philosophy is supported by exclusive analytical tools and our portfolio managers’ cumulative years of industry experience. The needs and goals of high net worth individuals can be complex, KCM builds custom portfolios that address those needs and goals.

  • Commentary

    January 2019 Commentary

    Posted in Headlines, on Jan 7th, 2019

    Dear Jerome

    (Jerome Powell, Chairman of the U.S. Federal Reserve)

    Stocks experienced their worst December since the Great Depression largely because you and the rest of the Federal Open Market Committee made a huge policy error by first telegraphing and then executing a Fed Funds rate hike on December 19th that sparked a market slide of over 10% in a 10-day period.

    Stocks experienced their worst December since the Great Depression largely because you and the rest of the Federal Open Market Committee made a huge policy error by first telegraphing and then executing a Fed Funds rate hike on December 19th that sparked a market slide of over 10% in a 10-day period.

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  • Contact Us

  • If you would like to contact KCM Investment Advisors about our services, please fill out the following online form and a KCM Partner will contact you shortly. Alternatively, please call Raymond Randolph at the number below.

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  • To learn more about KCM please contact Raymond Randolph.

    • San Rafael Office

      KCM Investment Advisors
      750 Lindaro Street, Suite 350
      San Rafael, CA 94901
      Click to View Map

    • Phone No:

      (415) 461-7788
      (888) 287-5555

    • For all other Inquiries Contact

      Mary Coyne, Manager of Client Services
      Email : clientservice@kcmadvisors.com

Disclaimer

Copyright 2018. All rights reserved by KCM Investment Advisors.