KCM Investment AdvisorsHome - KCM Investment Advisors

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 $6.0 billion dollars as of September 22, 2025, for individuals, families, trusts, 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

View all the team members

- 230
  
  Years of Combined Experience
- $
  
  6
  
  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 2026 KCM Commentary

Posted in , on Mar 31st, 2026

Forecasting Amid War-Driven Economic Uncertainty Is Not Easy

KCM’s January 2026 Outlook presented one of our most compelling bullish cases in recent memory and rested on a convergence of favorable forces. These included a resilient consumer, a Federal Reserve pivoting decisively toward accommodation, historic fiscal stimulus, and the early but tangible productivity dividends of artificial intelligence.

KCM’s January 2026 Outlook presented one of our most compelling bullish cases in recent memory and rested on a convergence of favorable forces. These included a resilient consumer, a Federal Reserve pivoting decisively toward accommodation, historic fiscal stimulus, and the early but tangible productivity dividends of artificial intelligence. We believe our thesis was internally reasoned, well-supported by available data, and expressed with the rational expectation of a peacetime forecasting environment.

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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