A complete list of active advisors currently associated with KCCS Management Inc.
Warmer can help you find a great advisor at KCCS Management Inc. or one who fits your needs even better.
KCCS Management Inc. provides discretionary portfolio management to high‑net‑worth individuals, trusts, corporations and pension plans, acting as the sole investment manager under written advisory agreements. The firm serves a small number of clients and maintains account entry requirements that effectively exclude lower‑net‑worth individual retail clients. The firm’s investment process combines fundamental and technical analysis with a long‑term, valuation‑oriented focus, seeking capital appreciation through diversified allocations across equities, fixed income and alternative investments. Portfolios emphasize discovery value in small‑ and mid‑capitalization securities while remaining able to invest across capitalization tiers and, occasionally, in non‑U.S. securities. Distinctive features include a compact operating model in which the firm’s principal performs portfolio management, compliance and other senior operational roles, and ownership by a family trust. The brochure also notes operational differences from many peers: the firm does not aggregate trades for client accounts, does not use soft‑dollar arrangements, and discloses a prior, resolved regulatory matter involving a predecessor entity with no ongoing disciplinary history.
To learn more about the advisors currently working at KCCS Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Weston, CT
| 19
|
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