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

    • An Integrative Approach

      Combining quantitative analysis with common sense investment experience

    • Our Ultimate Goal is to Exceed our Clients’ Expectations

      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 with the Securities and Exchange Commission (SEC) under Section 203(c) of the Investment Advisors Act of 1940. However, such registration does not imply any level of skill or training. KCM is unwavering in its commitment to 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 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 Fixed Income securities with an eye 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
    • 230

      Years of Combined Experience

    • $
      5

      Billion Under Management

    • 26

      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

    February 2023 KCM Commentary

    Posted in , on Feb 15th, 2023

    KCM’s Top-Down Focus

    The following is from the San Francisco Federal Reserve’s web site: “The San Francisco Fed has launched a new data page that helps gauge the stance of monetary policy under various types of actions. The Proxy Funds Rate focuses on financial market indicators, which show the influence of the Fed’s forward guidance and asset sheet actions beyond what can be seen through the level of the federal funds rate. For many years, the Federal Open Market Committee (FOMC) conducted monetary policy solely through changes in the federal funds rate

    The following is from the San Francisco Federal Reserve’s web site: “The San Francisco Fed has launched a new data page that helps gauge the stance of monetary policy under various types of actions. The Proxy Funds Rate focuses on financial market indicators, which show the influence of the Fed’s forward guidance and asset sheet actions beyond what can be seen through the level of the federal funds rate.

    For many years, the Federal Open Market Committee (FOMC) conducted monetary policy solely through changes in the federal funds rate—the short-term interest rate that is the basis for other interest rates in the U.S. economy. However, to help the economy recover from the Great Recession, the FOMC needed to begin relying on additional ways of putting policy into action, specifically through forward guidance and the balance sheet.
    Using these new tools is an effective way of helping the Fed guide the economy toward its dual mandate goal of stable prices and maximum employment.

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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.

    • Greenbrae Office

      KCM Investment Advisors
      300 Drakes Landing Road, Suite 210
      Greenbrae, CA 94904
      Click to View Map

    • Phone No:

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

    • For all other Inquiries Contact

      Loni Tankoos, Manager of Client Services
      Email : clientservice@kcmadvisors.com

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