KLCM Group
Partners + Neil

KLCM Advisors, Inc.

KLCM is an independent, registered investment advisory firm located in Milwaukee, Wisconsin, with approximately $1billion 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


Congratulations to KLCM’s newest CFA - Neal Coleman. Neal was honored on Thursday, January 18, at the CFA Milwaukee New Charterholder Dinner. We could not be prouder of this…
A new year is always a great time to review your financial goals. Having a plan to follow helps keep investors focused during times of market volatility. Being able to stay…
While the Federal Reserve chose not to raise the Fed Funds rate last week, Chairman Jerome Powell made it clear during his post Fed meeting press conference that rates will…