KM has a long history of working with institutional consultants and clients of all sizes. Our client list has included:
We contribute to a robust list of investment manager databases that include:
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.
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.