Due to the complexity of global markets, KCM believes its clients are better served by firms fully staffed for providing solid investment performance over the long run using an array of portfolio strategies. Trust is also integral. Therefore, KCM partners with Morningstar-Ibbotson and SEI to serve its clients’ investment needs.
In aggregate, SEI and Morningstar have over 4,000 employees spread around the globe and manage or advise on more than $360 billion. Both firms are able to manage portfolios of any size.
KCM best serves its clients by closely partnering with them to understand their needs and wants and choosing the best portfolio/s to meet these goals based on their savings cycle: accumulation, transition, or distribution (see this chart). And then regularly monitoring each client’s progress making adjustments as needed.
