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.
For the first time in U.S. history, the U.S. economy started and ended an entire decade without a recession. While the market vacillated between risk-on and risk-off at various times throughout the year, in the end stocks and bonds had an extraordinary run in 2019, posting their biggest simultaneous gains in over two decades.
The ongoing market volatility from an abundance of changing data points (oil prices, U.S.-China trade dispute, and interest rates) has introduced additional market risk.
Equity markets produced a significant reversal in the 1st quarter of 2019 following one of the worst periods of performance to close out 2018. While we do not believe a recession is imminent, the markets are at an inflection point.
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.