KCS is an independently owned, fee-based Registered Investment Adviser specializing in the discretionary management of separate accounts. This means that we manage your investments according to your unique financial goals within accounts that you own and control. Unlike a mutual fund, your money is distinct from every other client's.

As an independent firm, we are free to choose the investments that best meet our clients' needs. Since our fees are based on assets under management rather than commissions, our goals are aligned with yours: the more you make, the more we make. Conflicts of interest are minimized.

Wealth Management for the Long Run.®

We believe that investing should be a lifelong process supported by a long-term financial plan. KCS thus offers comprehensive financial and estate planning that includes a strategy for growing your assets consistent with your life goals and risk tolerance. We work closely with you to identify and clarify these goals and develop an investment strategy that is likely to achieve your objectives while letting you sleep comfortably. Once in place, your financial plan and investment strategy are updated periodically as your needs and the market environment change.

Do you fit the profile of our ideal client?
Find out here.