Following years of industry experience, Bryce Kurfees launched Kurfees Capital Management, LLC (KCM) in September of
2000. KCM is fee only with the majority of revenue from managing investments. As our clients’ fiduciary, KCM focuses on optimizing net compounding by managing costs and exposure to loss while seeking prudent returns from different asset classes. To best serve clients’ broad and unique investment needs, KCM partners with Morningstar Investment Services (MIS)* and SEI who in aggregate employ over 4,000 and manage or advise on more than $360 billion.
Additionally, KCM uses the top rated financial planning software, MoneyGuide Pro (MoneyGuide Complete Sample Report), to help clients clarify their goals and to track progress.
Our core values are:
1. Do what’s right.
2. Be kind.
3. When a mistake occurs, fix it quickly.
4. Enjoy work by choosing the right clients, the right corporate partners, and the right colleagues.
5. Be responsive.
KCM’s mission is to be a blessing. Life is better when relationships are based on trust, responsiveness, competence and optimism.
In addition to serving individuals, KCM also partners with endowments and foundations to help them to efficiently and effectively manage their investments by employing liability driven investing — structuring their investments to ensure funding commitments are met while positioning for growth.
And KCM helps institutions with their retirement plans by customizing a low cost, highly flexible platform.
Bryce has business degrees from Southern Methodist University and The Ohio State University and AAMS and CRPC certifications from the College for Financial Planning. Additionally, he was an honors student at Denver Seminary and researched the essence of humanness.
This link connects to further details about KCM required by securities regulation: KCM’s ADV part 2.
*Morningstar Investment Services is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. MIS and Morningstar, Inc. are not affiliated with Kurfees Capital Management, LLC. Additionally, neither SEI nor its subsidiaries are affiliated with KCM.
