Dan S.
5/15/2016
Outstanding and capable team. Low fees, simple and logical strategy and strong performance for 8 years as a client.
(1)
KCM Investment Advisors, established in 1996, is a reputable investment management company based in San Rafael, CA. Specializing in fixed incomes, KCM caters to successful families, trusts, endowments, and institutions.
With a focus on pension and profit sharing plans, trusts, estates, and foundations, KCM Investment Advisors offers tailored portfolio management services to meet the unique financial needs of its clients.
Generated from their available business information
Outstanding and capable team. Low fees, simple and logical strategy and strong performance for 8 years as a client.
Partial Data by Foursquare.