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  • 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

  • Located in the San Francisco Bay Area, KCM Investment Advisors has provided wealth management services, in a fiduciary capacity, since 1996. KCM offers customized wealth management, financial planning, retirement planning, and family office services.

    KCM manages $5.8 billion dollars as of September 30, 2024, for individuals, families, trust, businesses, nonprofit organizations and pension plans in the United States.

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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

    • Our Team

  • 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

    April 2025 KCM Commentary

    Posted in , on Apr 7th, 2025

    Extraordinary Uncertainty

    Some uncertainty is a normal part of life, both personally and professionally. The extreme uncertainty caused by President Trump’s daily tariff decisions makes decision-making difficult, leading to inaction.

    Some uncertainty is a normal part of life, both personally and professionally. The extreme uncertainty caused by President Trump’s daily tariff decisions makes decision-making difficult, leading to inaction. The Trump administration’s tariff motives are multifaceted but have the same goal, to tip the scales in the United States favor. They aim to reduce our trade and budget deficits by raising taxes on imports while reducing taxes on incomes. Additionally, the tariffs are intended to create negotiating leverage on other priorities, such as border security, to curb illegal immigration and fentanyl trafficking. The application and implementation of US tariffs, whether promised or imposed on China, Canada, Mexico, Europe, and other nations, could have significant economic impacts across various sectors in the U.S., affecting labor costs, inflation, corporate earnings, equity performance, and GDP.

    Higher labor and material costs could sharply curtail automobile companies’ profits. U.S. steel and aluminum producers might benefit from tariffs. However, they would likely pass on increased production costs to buyers, including automobile and other industrial companies, and eventually to consumers. This would fuel inflation. Companies like Apple and Home Depot could face higher supply chain costs. Additionally, tariffs on Canadian energy imports could reduce Canadian producers’ margins, increase costs for U.S. refiners, and ultimately harm U.S. consumers. Retailers will likely absorb some of the cost of tariffs on imported goods and even small price increases will reduce some demand.

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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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