Institutional Client Services
A research organization that reports to your investment committee.
KCM manages equity, fixed income, and balanced mandates for institutions that expect to speak with the analysts and portfolio managers responsible for their portfolio — not a relationship layer built between them.
Who we serve
Fiduciaries with a mandate, a policy statement, and a committee to answer to.
We understand the reporting cadence, the guideline compliance, and the plain-English explanation an investment committee needs when a market turns.
- Corporate retirement plans
- Public funds and municipalities
- Endowments and foundations
- Taft-Hartley and multi-employer plans
- Sub-advisory relationships
- Insurance and corporate cash mandates
Capabilities
Mandates built from our own research.
Equity mandates
Growth, value, dividend-focused, small- and mid-capitalization, and international approaches, each built from the same internal fundamental research.
Fixed income mandates
Investment grade and multi-sector fixed income structured to a plan's duration, credit, and liquidity requirements.
Balanced and customized mandates
Blended portfolios and client-specific guidelines, including social, sector, and security restrictions imposed by an investment policy statement.
Performance reporting
GIPS® composite reports on request.
KCM claims compliance with the Global Investment Performance Standards (GIPS®). Composite reports, strategy profiles, and the firm's current performance presentation are provided to qualified institutional prospects on request. No performance information is published on this website.
KCM claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To request a GIPS® Composite Report, contact the firm.