KM’s Balanced product utilizes a blend of the All-Cap Equity product with a fixed income (bond) component to help provide income and reduce volatility. We sit down with each client to determine the allocation between stocks and bonds that meets their investment objective. Balanced accounts typically range from an equally-balanced 50/50 blend to a more equity-oriented 90-10 mix. KM’s Balanced product is represented by the KM Balanced Composite, which dates to May 1, 1975.