The KLCM Difference

The KLCM Difference

KLCM is committed to delivering the highest quality service to our clients and acting as prudent stewards of their capital.  Our focus is to understand each of our clients’ unique objectives and develop customized, flexible portfolios that enable clients to realize their long-term investment goals.

Our lead investment principals have more than 90 years of experience working with individuals, families and institutions.  We have managed through many market cycles and have the expertise to navigate volatility.

Know the plan.  Know what you own.  We construct a clear transition roadmap for clients’ portfolios.  We then invest our clients’ capital in individual equities and individual fixed income securities, allowing complete transparency into each portfolio.  This is a more cost-effective approach as additional fund fees are avoided.  Our management fee is also clearly communicated to clients at the outset of our working relationship.

Our ability to thoughtfully construct a flexible, balanced portfolio using both fixed income and equity securities sets us apart.  Portfolios are designed to participate during bull markets and withstand market pullbacks better than the broader market indices.  Our strategy has historically weathered bear markets, which is when the merits of value investing are evident.

Our Values

The cornerstone of our firm is trust.  Our dedication to a core set of values has allowed us to earn our clients’ trust over time.  We are committed to the construction of customized, transparent portfolios and adhering to a disciplined investment strategy.  We then aim to provide the highest level of fiduciary care and service, while offering clients access to key members of our advisory team.  We encourage communication so we can continuously meet our clients’ expectations.

Investment Philosophy

We are value-oriented investors with a long-term investment horizon.  We strive to preserve capital while earning attractive rates of return.  Our experienced team of analysts conducts proprietary research to find businesses with fundamental elements that align with our value investing principles.  We seek to identify companies with the following characteristics:

  • Durable business model
  • Positive cash flow generation
  • Strong balance sheet
  • Trustworthy management team
  • Discounted valuation