Institutional Investing


KM has a long history of working with institutional consultants and clients of all sizes. Our institutional client list includes:

  • Taft – Hartley Plans
  • Endowment
  • Defined Benefit
  • 401k
  • Insurance Companies

We contribute to a robust list of investment manager databases that include:

  • Callan
  • EQuest
  • eVestment
  • Fiduciary Investment Solutions
  • Informa
  • Morningstar