AUM Growth Potential opportunity to engage KM on growth strategies for expanding assets under management beyond current $565 million, leveraging their independent ownership and long history since 1975.

Recent Recognition KM was recognized as Top gun by PSN for the 3-year period ending March 31, 2026, which can be used to open conversations around value creation, marketing support, and client acquisition enablement.

Product Expansion Active involvement in managing separate accounts and a mutual fund suggests cross-sell potential to diversify client offerings and introduce additional investment products or advisory services.

Strategic Positioning Small firm size with 2-10 employees indicates agility; position KM as a personalized, high-touch advisory partner for RIAs and high-net-worth segments seeking boutique investment management.

Technology Stack Existing tech stack includes web technologies and security features; opportunity to propose modern analytics, client portal enhancements, and digital marketing integrations to improve client experience and acquisition.