Joe Balmain

Joe Balmain currently serves as an Associate at KCM Investment Advisors LLC, an investment management firm based in San Rafael, California. In his role, Balmain is involved in supporting portfolio construction, client service, and the day-to-day management of customized investment strategies tailored for high net worth individuals, institutions, and family offices.

He specializes in advising across a broad set of asset classes, including domestic and international equities, fixed income securities, and balanced portfolios, aligning with KCM's focus areas within wealth management, financial planning, and retirement planning. The firm emphasizes long-term compounding growth, risk-managed strategies, and fiduciary principles, under which Balmain operates as part of a close-knit professional team.

While specific details regarding his educational background and prior positions are not publicly available, Balmain is listed among the firm's core associates and meets KCM’s requirements for substantial professional experience. His expertise contributes to the firm's reputation for tailored client solutions and its consistent management of multi-asset portfolios.