KCM Investment AdvisorsHome - KCM Investment Advisors

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. 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. Kellett
  
  Founder – CEO/CIO
- John C. Pogue
  
  President and Senior Portfolio Manager
- 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

April 2020 Commentary

Posted in Headlines, on Apr 1st, 2020

Panic: The Un-Smart Investment Strategy

All of us at KCM are working hard to assess the unprecedented challenges that the Coronavirus (Covid-19) pandemic, as well as the Federal Governments actions being taken to slow the virus’s spread, pose for the U.S. and the rest of the world. Please know that during this stressful period, we are committed to your financial well-being. We promise to be available to answer questions thoughtfully and completely, and to help you make the wisest possible investment decisions.

All of us at KCM are working hard to assess the unprecedented challenges that the Coronavirus (Covid-19) pandemic, as well as the Federal Governments actions being taken to slow the virus’s spread, pose for the U.S. and the rest of the world. Please know that during this stressful period, we are committed to your financial well-being. We promise to be available to answer questions thoughtfully and completely, and to help you make the wisest possible investment decisions.

You Can Communicate With Us At Any Time. Our offices are partially closed in order to comply with the Shelter in Place order in Marin County and the other six Bay-area counties. Some KCM employees are working remotely. Even so, we are fully staffed and continue to coordinate activities with our customary dedication and efficiency. We recommend that you communicate with us by Email and promise we will reply as fast as we can.

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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

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

Expertise

Common Stock

Fixed Income

Balanced Account

Preferred Stock

Meet our team

Years of Combined Experience

Billion Under Management

Years as Investment Advisors

Philosophy

Commentary

April 2020 Commentary

Panic: The Un-Smart Investment Strategy

Contact Us

San Rafael Office

Phone No:

For all other Inquiries Contact