RESPONSIVE
UNBIASED
TRANSPARENT
BELOW AVERAGE FEES
RISK MANAGEMENT
IMPLEMENTATION OF BROAD, RIGOROUS RESEARCH
PERSONALIZED
Kurfees Capital Management, LLC, (KCM) partners with Morningstar Investment Services (MIS)* and SEI* to provide prudent portfolios for individuals, retirement plans and non-profit foundations. Additionally for individuals, KCM creates foundational financial plans.
Contact us to learn more.
Sincerely,
D. Bryce Kurfees
*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 (KCM). Additionally, neither SEI nor its subsidiaries are affiliated with KCM.
