• 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

  • 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.

    Show more
    Show less
  • 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.

    Read more
  • Meet our team

    • 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

  • Contact Us

  • If you would like to contact KCM Investment Advisors about our services, please click on the “Contact Us” button and fill out the online form and a KCM Partner will contact you shortly. Alternatively, please call Raymond Randolph at the number below.

    Form has been submitted successfully
      Contact Us
    • 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

    Copyright 2019. All rights reserved by KCM Investment Advisors.

    Contact Us Form