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Kelly Capital Management, LLC
 
 
Overview: 

Kelly Capital Management is a Veteran-Owned, Registered Investment Advisor. Our clients include high-net-worth individuals, trusts, retirement plans, foundations, and endowments. We broadly diversify investment portfolios across the global capital markets and can include exposure to real estate; in addition to more tradtional investments in US and non-US stocks and bonds. To guide investment decisions, and manage portfolio risk, we use and consistently refine our proprietary risk models.

Our mission is to help our clients achieve their goals by attempting to attain an attractive rate of return on their investments over the long term, while preserving their capital under a wide variety of global macroeconomic and geopolitical conditions.

KCM has experience providing:
• Tailored investment policy statements
• Client-specific asset mix strategy
• Integration of reporting with outside accountants, attorneys, financial consultants, and brokerage firms
• Tax-harvesting budgets
• Regular and ad hoc cash flow generation
• Balanced accounts (equities, real estate, and fixed-income)
• Transition management
• Portfolios integrating ETFs with individual company stocks


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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