Welcome

Thank you for visiting. The links to the left will give you important insights into KCM and access to information. Implementation of integrated planning makes KCM unique among financial services firms.

If you are interested in KCM’s services to individuals, please click the link “Integrated Planning Description” to the left. Our clients’ net worth is far greater than their net assets and KCM’s advising reflects this fact. Pertaining to investing, KCM’s focus is to manage costs to maximize the compounding of net returns, and to manage risk using stop-loss orders, allocation and diversification.

If you are investigating KCM’s institutional services (e.g. retirement plans, money management for endowments and foundations…), please know that KCM performed due diligence on the leading firms who offer services to institutions and subsequently signed a solicitor’s agreement with SEI, who is a manager of money managers overseeing $160 billion and who offers turnkey services.

Please contact me to more thoroughly explore KCM (Bryce@KurfeesCapital.com; 614.519.1287). And thank you, again, for visiting.

Sincerely,

D. Bryce Kurfees, MBA, CSA, AAMS, CRPC