A complete list of active advisors currently associated with Kelley Investments
Warmer can help you find a great advisor at Kelley Investments or one who fits your needs even better.
Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, high‑net‑worth clients, families, trusts and retirement plans. The firm manages roughly $238 million across about 216 client relationships and delivers ongoing portfolio management alongside standalone planning engagements. Investment management is delivered through proprietary “Kelley Portfolio Strategies,” using equities, fixed income, ETFs, mutual funds and cash equivalents to pursue long‑term, risk‑adjusted total return; the brochure describes a growth‑at‑a‑reasonable‑price (GARP) style, focused/concentrated portfolios, and a buy‑and‑hold orientation with moderate turnover. Client objectives and risk tolerances are gathered via in‑person or telephone interviews, accounts are reviewed regularly (monthly with annual formal reviews), and the firm may allocate heavily to a single asset class when deemed appropriate. The brochure highlights several operational features that are less common among peers: the firm requires custody and execution through Fidelity Brokerage Services/National Financial Services and does not permit directed brokerage, concentrating custody and trade execution relationships. It also discloses that some firm representatives have roles with a certified public accountancy firm and that the firm provides insurance reviews and risk‑management services as part of its wealth management offerings, with related conflicts of interest disclosed.
To learn more about the advisors currently working at Kelley Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Kelley Investments's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Del Mar, CA
| —
| |
Del Mar, CA
| 40
| |
Allison Park, PA
| 26
| |
Del Mar, CA
| 25
|
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