KLCM Group
Partners + Neil
Family

KLCM Advisors, Inc.

KLCM is an independent, registered investment advisory firm located in Milwaukee, Wisconsin, with approximately $900 million of assets under management.

Collectively, our lead investment principals have more than 80 years of experience working with individuals, corporate sponsors, and institutions in building balanced and equity portfolios that meet specific needs.

We are value-oriented investors.  Our equity style is conservative.  We focus on preservation of capital while earning attractive returns. 

Our Services

Blog

After a wild week of trading in the markets, a few paragraphs from our April 2022 essay couldn't be more appropriate. The full Newsletter can be found here: KLCM Newsletter.…
The first quarter of 2022 is now in the books. Below is performance data on various indices for the quarter.
Spring is here!  Spring is always a great time for a portfolio review.  Whether it’s a review of current holdings, updating your advisor on changing cash needs, or a simple…