Our services
“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” - Will Durant
Financial Planning and Consulting
Financial planning is the backbone of any good asset management approach. At Kelsey Financial, we work with you to build a plan that is the foundation on which your investment portfolio can thrive. Our goal is to create a plan that considers all aspects of your financial health, while also making it a point to educate you along the way. You will always have the clearest understanding of how your investments are working towards each of your unique financial goals.
Asset Management
With knowledge gained from decades of asset management experience, we build portfolios for you that are designed to be suitable for various risk objectives. We integrate your holistic financial picture into each portfolio to best manage your assets—always keeping your specific goals at the forefront of our advice. We focus on creating a specific risk profile for you, using a blend of active and passive management techniques to show continued diversification.
Socially Responsible Investing
Should you desire to grow your assets while also enriching the world in a way that aligns with your morals and ethics – we have an SRI solution. Socially responsible investing (SRI) may afford you a sense of accomplishment and world fellowship in growing your assets in a sustainable manner. We have curated several SRI-focused models to cater to your pursuit of the social and environmental causes you believe in, and/or other non-sustainable attributes that you desire to avoid within the investing universe.
Variable Annuity Sub-Account Management
One of the more unique advisory services we offer is the management of variable annuity sub-accounts. The management of variable annuity sub-accounts, typically performed by the annuity company’s asset manager, has been stripped down to allow you to work directly with us, as your asset manager, further aligning your investment strategy to the rest of your portfolio, while potentially reducing your annuity management fees, and allowing you to view all your investments in one online portal. Have a variable annuity that you would like to review? Ask us how!