LKCM Balanced Fund
Luther King Capital Management (LKCM), founded in 1979, is a Fort Worth, Texas-based investment management firm that provides tailored services to high-net-worth individuals, foundations, endowments, and various organizations, including pension and profit-sharing plans. The firm is dedicated to achieving superior returns over a market cycle while aligning with the individual objectives and risk profiles of its clients.
With a comprehensive investment approach that leverages proprietary research, LKCM manages a diverse family of mutual funds, which includes the LKCM Small Cap Equity Fund, LKCM Small-Mid Cap Equity Fund, LKCM Equity Fund, LKCM Balanced Fund, and LKCM Fixed Income Fund. The company's mission emphasizes personalized investment strategies that treat clients as more than just a portfolio.
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