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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. 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

January 2020 Commentary

Posted in , on Jan 7th, 2020

Questions for 2020 (And Why We Are Optimistic)

The stock market closed 2019 near its all-time high and demonstrated an unusually good fourth quarter that showed more than an 8% gain in the broad market indexes. So, we are asked, is the market too stretched near-term and possibly susceptible to a correction?

The stock market closed 2019 near its all-time high and demonstrated an unusually good fourth quarter that showed more than an 8% gain in the broad market indexes. So, we are asked, is the market too stretched near-term and possibly susceptible to a correction?

The chart below illustrates the extent to which the market has shifted above or below its 200-day moving average over the last 20 years. The red line indicates that only about 15% of the time has it been stretched this far on the upside. The chart also reveals that the market has been and can become even more stretched, although logic would indicate we may be due for a pause.

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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.
- 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