Kornitzer Capital Management, Inc. (KCM) is a full service investment management firm managing assets for institutions, mutual funds, and private clients.
Our Private Wealth Management team provides client-focused, personalized money management. Portfolios are customized for each individual’s unique set of circumstances.
Institutional Clients benefit from our separately-managed accounts, tailored to investment policy guidelines and tax requirements.
Since the Buffalo Funds were founded in 1994, KCM has provided portfolio management services, growing the family of 10 mutual funds to billions of dollars in assets under management.
Success Is Sweet - In Business and in Life
KCM allows you to outsource this responsibility to a trusted advisor that has worked with clients in similar life stages for more than 20 years.
Our specialty is managing the security, growth, income generation, and transfer of personal assets you have accumulated over your career.
It is an expertise our company was built upon in our early years… and continues as a core competency today.
“If one does not know to which port one is sailing, no wind is favorable.” ~ Seneca
History of Success
KCM clients are served by seasoned professionals who have successfully managed client assets through numerous bull/bear markets, high and low interest rate environments, inflation, deflation, wars, and other challenging scenarios. This adversity has given us valuable insight and experience that we share with our clients.
Conservatism and common sense solutions have attracted corporate executives, business owners, doctors, dentists, and other successful professionals as KCM clients. They turn to us for investment strategies that are simple, fit their needs, and stand the test of time.
Since 1989, we have provided the same level of service and expertise to our clients, primarily growing through word-of-mouth referrals. We’d be happy to share with you some of the many stories of success we have been a part of over the past 25+ years!
Skills to Manage
At KCM, we have spent years honing our financial management process. We have built a team of dedicated professionals who are committed to helping you identify and achieve your financial goals.
Over 90% of our portfolio managers and research analysts hold the Chartered Financial Analyst (CFA) designation.
Our experience is broad and deep. We have investment experts in every market sector, specialized research analysts, and a dedicated trading staff. We have a team of client service professionals that have a broad base of skills and are highly accessible. All are committed to long-term client success and personalized service.
We are also continuously improving our skillsets and staying up-to-date with current market trends and investing approaches. As a full-service firm, we have all the skills required to provide top-notch asset management for any portfolio size.
- Experienced professionals who understand your goals and how to achieve them
- Exceptional service with attention to detail
- Long-term performance focus using diverse, customized investments and funds
- Tax-efficient portfolio management
- Independent, knowledgeable investing not bound by indexes
- Competitive fee structure
- Shared commitment to results – our assets are invested along with yours.
We seek to understand not only their quantitative financial situation but also their attitudes, thoughts, concerns, and comforts with investing, and in the process, find out what is most important to the individual.”
~ John C. Kornitzer, Founder
Each quarter, we provide insights into trending financial topics and our outlook on the future growth of the economy.
A number of existing issues continue to weigh on markets, including the extraordinary monetary and fiscal stimulus measures taken to boost the economy amidst the COVID pandemic, as well as new issues such as the war in Ukraine. Disruption from the war and sanctions on Russia will exacerbate the supply-side inflationary problems worldwide in the near-term. However, the labor market remains strong, as are consumer balance sheets, and there is still a lot of pent up consumer demand for a range of products and services.
We believe the biggest risk to markets is the prospect of continued or worsening inflation, and understanding the causes and likely actions by the Fed to combat it is critical. However, we do believe the Federal Reserve will manage the interest rate situation prudently and that inflation will remain historically high but manageable.
With a number of factors continuing to grip the stock markets, we see potential for higher equity prices in the near-term but lower overall returns next year, especially compared to the past few abnormally high-return years.
If you have any questions or would like to set up a a complimentary, no-obligation consultation with our investment management professionals, please contact us.