Kccs Management Inc.

Overview

Kccs Management Inc. is a small, privately held portfolio manager that provides discretionary investment management primarily to individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and focuses its mandate on equity-centered portfolios, using exchange-traded securities as a core building block. Advisory activity is concentrated on direct portfolio management rather than pension consulting or broad institutional advisory work. The firm is not positioned as an ESG-focused manager and operates from a single office, serving a defined client roster rather than a multi-state branch network. Decision-making appears tilt toward liquid, tradable instruments with an emphasis on equities; the firm is not set up as an allocator to private direct deals at scale, but it does incorporate third-party real estate exposure through REITs and related vehicles.

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Public Holdings

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Location & Offices