For more than forty years, KM has worked with our clients who are both exceptionally smart and uncommonly successful, but want a trusted advisor to manage their precious assets. Located in the heartland of America, we are proud to approach our work with the Midwest values that are the foundation of our firm:
Loyalty
We act as fiduciaries to our clients, always acting in their best interests. Our investment advisory fee is calculated as a percentage of your assets under management and is our sole source of compensation. Unlike many other “advisors,” we receive no commissions or other payments for placing client assets in particular products.
Humility
We don’t know what’s going to happen next, but we’ve seen and been through it all.
Discipline
Anyone can steer the ship when the seas are calm. The best response when the weather turns stormy is to focus on completing the long-term voyage and not think about whether the next wave is going to push the nose of the boat up or down. Our investment destination is best reached by accurately valuing assets, assessing the relationship between price and that value, and acting resolutely and unemotionally.
Responsibility
We do what we say we’re going to do.
