Financial Advisors

In recent years, KM has expanded its effort to deliver separately managed account (SMA) services to financial advisors and their clients. 

If you are looking for a SMA product with a long-term track record of consistent performance, please take a look at KM. We offer a product that can prove to your clients that you are truly adding value to the relationship. 

Instead of presenting the same SMA products as your competition, step outside the “box” and discover what working with a boutique firm with over 40 years of investment management experience can do for your Managed Accounts practice.