KBC Holdings LLC's (dba Kanon Bloch Carré) has been providing independent investment consulting services to retirement plan sponsors and other institutional investors since 1993. As a fee-only independent advisor, Kanon Bloch Carré does not receive any compensation from asset management or brokerage firms. Our independence removes the conflicts of interest inherent when the investment provider offers advice.

Our Services
Over the past fifteen years, KBC has developed proprietary research, investment management and retirement plan services unique from other service providers due to the emphasis placed on investment risk, not simply positive returns. By focusing on the risks associated with individual investments and how they interact within a portfolio, we are able to develop well-diversified portfolios that seek consistently strong returns and mitigate risk through effective asset allocation, diversification and investment selection.

Using proper asset allocation, diversification and investment selection, KBC provides institutional clients with professional investment advice that employs the same comprehensive analytical tools available to the most sophisticated investment organizations.

Kanon Bloch Carré's proprietary services are used by mutual fund families, registered investment advisors, insurance companies, bank and trust companies, retirement plan sponsors and the media. We provide information and time sensitive research to investment companies and national publications including the Wall Street Journal, Bloomberg, USA Today, Barron's, Associated Press, Reuters, Bottom Line and CNBC.

To learn more about Kanon Bloch Carré, please contact:

Robert P. McCarthy ( email: kanon@kanon.com )
Or
Diane Halverson ( Tel: 781-849-0034 )