Institutional Investing
KM has a long history of working with institutional consultants and clients of all sizes. Our client list has included:
- Taft – Hartley Plans
- Endowments
- Defined Benefit Plans
- 401-K Plans
- Insurance Companies
We contribute to a robust list of investment manager databases that include:
- Callan
- EQuest
- eVestment
- Fiduciary Investment Solutions
- Informa
- Morningstar
Financial Advisors
In recent years, KM has expanded its effort to deliver separately managed account (SMA) services to financial advisors and their clients.
In addition, KM is the advisor to a mutual fund.
Instead of presenting the same SMA/mutual fund products as your competition, we think stepping “outside the box” proves you are truly adding value to your relationship. Discover what working with a boutique firm with over 44 years of investment management experience can do for your business.
Individuals & Families
Kirr, Marbach & Company, LLC (KM) has a long history of working directly with its clients and their trusted advisors to deliver outstanding, long-term investment performance and the highest level of service, while always placing their best interests ahead of our own.
