Personal Service: The trusted advisors at KCM will spend time with you to understand your short and long term objectives, determine your risk tolerance, identify your financial needs and goals, and then create a personalized investment plan that will assist you in achieving your goals.
Client Focused Approach: KCM understands what is important to clients when it comes to money. In addition to creating sound investment strategies and introducing clients to great managers, the KCM team is always accessible to address questions, etc. as they arise. Whether you want to talk once a month or twice a year - KCM’s advisors will be there for you!
Experience: KCM’s advisors have over fifteen years of investment experience and have helped hundreds of families with their asset allocation and wealth management needs. Our total wealth management solutions include wealth preservation / risk management, tax, estate and retirement planning, managed products, alternative investments, and charitable services.
Independence: As an independent advisor, KCM’s team can create the ideal portfolio for each client because they have the ability to position assets across numerous investment strategies which include leading blue chip institutions.
Strategic Relationships: KCM has relationships with a breadth of boutique investment firms and large, nationally recognized investment firms including Standard & Poor’s, UBS Global Asset Management, Wilshire, Litman/Gregory Asset Management and PanAgora. As a result, clients also gain the benefit of having some of their asset allocation invested directly by select money managers at these top firms.
Expertise in Dynamic Asset Allocation, Sector Rotation and Alternative Investment Strategies: Focused on assisting clients to make the smartest investment decisions possible, KCM has the ability to employ an active investment approach which can also include alternative investment strategies.
Expertise in Tax Sensitive Portfolios: For taxable portfolios, KCM provides investment management that is tax sensitive and geared to manage the tax liability of the investment strategy. Additionally, each investment strategy is personalized to accommodate your income needs and risk tolerance level.
Track Record of Success: KCM has a proven record of success with over $60 Million in assets representing a select group of affluent clients. In addition, our strong track record is influenced by our ability to select from a pool of money managers and investment strategists with great success in their investment disciplines.
Use of Leading Technology: Complimenting KCM’s financial management expertise are comprehensive analytical tools that support and enhance the design of each client’s portfolio. Available to select firms, these tools provide manager reviews, portfolio statistics, investment gap analysis and much more.
Registered Investment Advisor: KCM is registered with the Securities and Exchange Commission.