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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