Klocke Capital Group, LLC
Klocke Capital Group, LLC (KCG) was established to provide the customized investment advice to individuals and institutional investors.
KCG’s investment advice is completely objective and aligned with our clients’ risk tolerance. Our investment service is offered without any conflicts of interest. We are a fee-only registered investment adviser that is completely independent; we do not receive an incentive for the investment strategies that we recommend.
To further support our objectivity, we offer our clients an “open platform” of investment options that are not limited to certain asset classes, product providers and/or investment managers.
Matt Klocke, CMT
Matt is the Chief Investment Officer of Klocke Capital Group. As head of KCG's Investment Management Committee, Matt provides strategic guidance for all KCG activities with a focus on the firm's investment management model, investment process, institutional portfolio management and analysis.
Prior to founding KCG, Matt was an Investment Adviser with Raymond James & Associates from 2005 to 2010. Prior to Raymond James, Matt was a senior research analyst at a large money management firm from 1997-2005. Matt has been awarded the Chartered Market Technician designation and holds a B.S. in Finance from the University of Alabama.