As our private and public funds have grown, so have our institutional requests for similarly managed separate portfolios. Advisors, consultants and institutions employ our separate account management to employ certain strategies and to accommodate investment policy restrictions, cash management and accounting/tax planning. Separate accounts allow a greater degree of control and enable clients to capitalize on --or avoid – investments in specific sectors, companies or screens.
KCM manages separate accounts for foundations, pensions, trusts, family offices, endowment funds, small businesses and Fortune 500 companies – directly, and through open architecture platforms. KCM claims compliance with the Global Investment Performance Standards (GIPS®). Click here to read our GIPS verification letter.
Portfolios can be managed in a similar manner to each of our value, growth, international, or fixed income strategies, or tailor-made to meet the needs of the client. These portfolios are classified as strategy portfolios.
KCM’s portfolio managers meet with corporate management teams, building financial models and writing reports on each company that we own in the portfolio. Our 100% in-house research helps us separate Wall Street’s noise from what we believe is important for long term investing.
Our relationship managers can provide periodic presentations, due diligence, portfolio and performance data and research as necessary. The portfolio managers are also accessible to clients; they are available to answers questions about the management or performance of the funds.
We seek to achieve exceptional long term investment performance. This is accomplished by maintaining a consistent, repeatable investment discipline, providing a competitive value in the form of reasonable fees and always acting in the best interest of the client.
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