Asset Management
At Kelsey Financial 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.
With knowledge gained from decades of asset management experience, across various investment types, we’ve built model portfolios that are designed to be suitable for various risk objectives. We focus on creating a specific profile for you, using a blend of active and passive management techniques that lends itself to additional diversification.
Whether we’re selecting your investments with discretion, or you are offering investment purchase suggestions, here are a few things we consider with you when building your portfolio.
- Time Horizon – Short 1-3 years, Medium 4-7 years, or Long 7-10+ years.
- Investable Assets – The amount of liquid assets to be used towards your investment goals.
- Knowledge of Investments – What you may already know about Stocks, Bonds, Mutual Funds, etc.
- Reason of Investing – Whether that be for Income or Growth or Saving for Retirement.
- Fixed Income and Options Trading – * Need summary!
- Model Management – * Need summary!
- Alternative Investment Management – * Need summary!
Watch our Asset Management video that demonstrates how your specific profile is created and managed by Kelsey Financial. * NEED VID LINK
Asset Management Video * Need Vid Link
Watch our short asset management video that demonstrate how your specific profile is created and managed by Kelsey Financial.
Need Help? Call Kelsey Financial Today!
Learn how Kelsey Financial can help you create and grow your Asset Management profile.
Asset Management:
Frequently Asked Questions
Here are some commonly asked questions from our customers about asset management and the benefits of working with a Financial Advisor.
Call us at (833) 453-5739 should you need more questions answered.
Q: What types of accounts do you manage?
A: At Kelsey Financial, we can manage most all types of investment accounts such as Individual, Joint, Trust, Corporate, IRA, ROTH, SEP, SIMPLE, 529, among others.
Q: How do you know what my investment risk profile might be?
A: We use a several questions risk profile questionnaire during our New Account process that determines a Risk Score from 0 to 100, with 0 being the most Conservative and 100 being the most Aggressive. Our procedures then dictate where you fall on the risk range which allows us to select a grouping of investments to fit that range.
Q: What type of assets can you invest in?
A: Again, virtually all types of assets. Investments like Stocks, Bonds, Mutual Funds, ETFs, Options, Alternative Investments (Real Estate), among others.
Q: How much does it cost for asset management?
A: Every client’s situation is different. At Kelsey Financial we charge an Asset-Based fee calculated upon the amount of assets you have with us under management. For instance, an account with a balance of $100,000 being charged an annual fee of 1.50% would be calculated at $1,500 annually and charged $125 monthly. Yes, when the account value changes, positively or negatively, the amount of fees billed changes accordingly. Additionally, each ETF, Mutual Fund, Stock or other underlying investment may have their own internal costs that we do not share in.
Other Financial Advisor Services We Offer!
Kelsey Financial is driven by our desire to create positive change in your financial life. There are few things more personal than your finances, and you deserve a relationship with an advisor who prioritizes you and your unique financial path. Our goal is to create the most attentive, responsive, and personable relationship you could receive. The financial services that we provide are Financial Planning, Asset Management, Socially Responsible Investing, and Variable Annuity Sub-Account Management.
Financial Planning
At Kelsey Financial, we work with you to build a plan that is the foundation where your investment portfolio can thrive. Financial planning is the backbone of a good asset management approach. 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 work towards each of your unique financial goals. View our Financial Planning video that will demonstrate how you can achieve your short- and long-term financial goals through Kelsey Financial.
Asset Management
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. With the knowledge gained from decades of asset management experience, across various investment types, we’ve built model portfolios designed to be suitable for many risk objectives. We focus on creating a specific profile for you, using a blend of active and passive management techniques that lends itself to additional diversification. View our Asset Management video that will demonstrate how your specific profile is created and managed with us.
Socially Responsible Investing (SRI/ESG)
Should you desire to grow your assets while enriching the world in a way that aligns with your morals and ethics, Socially Responsible Investing is a solution that Kelsey Financial can offer you. Socially Responsible Investing may afford you a sense of accomplishment and world fellowship in sustainably growing your assets. We’ve curated several SRI-focused models to cater to your pursuit of the social and environmental causes you believe in. Please take a moment to watch our Socially Responsible Investing video that will show you how to plan, save, and grow your assets with a sustainable focus with Kelsey Financial.
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? Call and ask us how!
What matters to you, matters to us.
We would love to hear about your goals and how we can help you pursue them.
Call us at (833) 453-5739 or submit our form today to schedule an appointment or to discuss your financial goals.