Phone: 812-376-9444
Toll Free: 800-808-9444
Balanced

KM’s Balanced product utilizes a blend of the All-Cap Equity product with a fixed income (bond) component to help provide income and reduce volatility. We sit down with each client to determine the allocation between stocks and bonds that meets their investment objective. KM’s Balanced Composite dates to May 1, 1975 and contains fully discretionary accounts managed with a 65%-75% equity allocation.
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