Kcs Advisors, LLC

KCS Advisors, LLC, established in October 2003, is a registered investment adviser based in Concord, NH. The firm specializes in providing Investment Supervisory Services on a discretionary basis to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. KCS tailors portfolios to meet clients' individual needs and objectives, managing approximately $78,398,385 as of February 28, 2025. The firm's investment strategy focuses on long-term, buy-and-hold philosophies, utilizing fundamental and quantitative analysis to select investments. KCS offers portfolio management services with fees based on a percentage of assets under management, ranging from 0.35% to 1.00% depending on the account type and size. Clients may also receive consulting services at an hourly rate of $300. KCS does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm does not vote proxies on behalf of clients and does not hold client assets directly, utilizing unaffiliated custodians. Clients receive quarterly account reports and are encouraged to review custodial statements for accuracy. KCS does not have a history of disciplinary events and maintains high ethical standards through its Code of Ethics. The firm's owners, Kevin C. Soles and Mark E. Lavalle, oversee operations and ensure compliance with regulatory requirements.