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
  • Mercer
  • Effron/PSN
  • InvestorForce
  • Morningstar
  • Russell
  • Wilshire
  • Zephyr