Our Investment Philosophy

KIM’s goal is to achieve investment results in the top quartile of professionally managed monies over three to five year periods, based on each client’s risk and return objectives. We achieve this through:

Extensive diversification & risk control: High average credit quality and broad diversification enable KIM to control portfolio risk.

Exploitation of market inefficiencies: KIM constantly monitors markets to uncover securities that offer uncommon value.

Shareholder activism: KIM serves as a powerful champion of responsible corporate stewardship and shareholder rights.

Operational Precision

KIM’s state-of-the-art systems provide reconciled daily account valuations and the ability to generate client reports within days of the close of each calendar quarter. Our service professionals are experienced in personal trust and tax reporting and closely monitor all custodial transactions for accuracy. In addition, KIM can optimize your portfolio transactions in relation to outside tax events such as capital gains or losses from your business or real estate holdings.