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KCM acts as an independent, employee owned Registered Investment
Advisor under Section 203(c) of the Investment Advisors Act of 1940. We
are recognized for adhering to our core competency, and offering only
Domestic Large Cap Equity and Domestic Fixed Income investment management
for a limited client base. Over the years we have established an
exceptional reputation for sound money management for a client base of
successful families, trusts, endowments and institutions.
The average market experience of
each KCM executive currently exceeds 30 years. The firm requires a
minimum of 10 years of business experience for those partners involved in
managing investment portfolios for its clients. KCM’s investment
objective is to establish the proper asset allocation for each individual
account while being cognizant of every client’s tolerance to risk. To
achieve these objectives, KCM’s partners employ long-term secular
forecasting combined with ongoing fundamental analysis and
investment management to meet client needs.
- All of the KCM managers (Our Team) have over 30 years of experience
successfully investing for clients. Your account will be managed by a
member of our senior management team with direct communication flowing between you and the
key decision maker.
- Our years of investment experience provide us with a formidable
foundation of market knowledge. KCM has developed a process based,
highly disciplined approach to portfolio building that works. The KCM
Portfolio Builder™ helps to structure our client accounts to
outperform a given benchmark in both up and down markets. The core
concept behind our fundamental investment methodology is the marriage and
interdependence of both risk control (top-down) and classical security
analysis (bottom-up) traditions.
Short term runs in Small Cap Growth Stocks, or Emerging County Debt can
look enticing when reported in the headlines, however, over longer
periods of time these niche investment styles generally under-perform
a risk-controlled top-down approach that invests in larger US stocks and
high quality domestic fixed income securities. We remain committed to
our basic philosophical underpinnings and unless directed by our
clients, rarely pursue investment trends that increase the risk to
principal.
- We put the client first. We are not motivated by commissions, parent
company research, or underwriting fees. We offer truly independent
research for our clients. We don’t believe in the “one-size-fits-all”
approach that dominates the industry. Our formula allows and even
encourages individualized and personalized portfolio management for each
and every account. The combination of our competitive fee structure, low
transaction costs and minimal portfolio turnover provides and
environment where our clients are able to preserve their
capital for long-term appreciation and growth.
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