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Kcm Investment Advisors
Founded by Jay A. Kellett in 1996, KCM Investment Advisors is an investment management company that specializes in managing fixed income, domestic
| Address | 750 Lindaro St Ste 250 San Rafael, CA 94901-6030 |
| Phone | (415) 461-7788 |
| Website | www.kcmadvisors.com |
Founded by Jay A. Kellett in 1996, KCM Investment Advisors is an investment management company that specializes in managing fixed income, domestic & international equity and balanced portfolios for individuals, institutions, pension and profit sharing plans, trusts, estates and foundations. Our investment objective is to deliver consistent long-term growth at an acceptable level of risk. This is achieved by using a proven long-term and tax sensitive investment philosophy.
We realize that investors have a daunting task in selecting professionals to act as fiduciaries for capital preservation and growth. Choosing amongst the various mutual funds, banks, brokers and investment advisors can be overwhelming. The following are a few of the key factors that we believe distinguish KCM from its peers.
All KCM portfolio managers have over 30 years of investment experience.
Our investment selection process, which includes KCM᾿s proprietary Portfolio Builder™ software, is structured to outperform industry benchmarks in both up and down market cycles.
KCM is service oriented. We place the investment objectives and interests of our clients first.
We realize that investors have a daunting task in selecting professionals to act as fiduciaries for capital preservation and growth. Choosing amongst the various mutual funds, banks, brokers and investment advisors can be overwhelming. The following are a few of the key factors that we believe distinguish KCM from its peers.
All KCM portfolio managers have over 30 years of investment experience.
Our investment selection process, which includes KCM᾿s proprietary Portfolio Builder™ software, is structured to outperform industry benchmarks in both up and down market cycles.
KCM is service oriented. We place the investment objectives and interests of our clients first.
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