print

As our private and public funds grew, so did institutional requests for similarly managed separate portfolios.  Advisors, consultants and institutions employ our separate account management 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. 

institutional clients

KCM manages separate accounts for foundations, pensions, trusts, family offices, endowment funds, small businesses and Fortune 500 companies – directly, and through open architecture platforms

strategies

Portfolios can be managed as clones to each of our value, growth, international, and fixed income funds or tailor-made to meet the needs of the client.

research

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.   

service

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. 

results

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.