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. This is
achieved by using a proven long-term and tax sensitive investment
philosophy.
We realize that investors have a daunting task in selecting
professionals to act as fiduciaries for capital preservation and growth.
Choosing amongst 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.