KCM Investment Advisors

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. We realize that investors have a daunting task in selecting professionals to act as fiduciaries. Choosing among 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

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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. We realize that investors have a daunting task in selecting professionals to act as fiduciaries. Choosing among 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

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Country

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State

California

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City (Headquarters)

San Rafael

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Employees

11-50

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Founded

1996

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Estimated Revenue

$5,000,000 to $10,000,000

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Social

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Potential Decision Makers

  • Equity / Preferred Trader and Chief Technology Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Taxable Fixed Income

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Operations Manager

    Email ****** @****.com
    Phone (***) ****-****

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