FOR THE ADVISOR
* Streamlined access to important asset class
* Custodian and accounting integration
* Discretion over all allocation decisions
* Dedicated investment and service support
* Enhance current & differentiate future client opportunities
* Advisor maintains full control of client relationships
FOR THE INVESTOR
INVESTMENT BENEFITS
* Collaborative and consultative approach to investing
* Support from an experienced & trusted research team
* Best-in-class fund sourcing and evaluation
* Acute focus on risk management, alpha generation and uncorrelated returns
SWESTLEY@KELLYPARKCAPITAL.COM
info@kellyparkcapital.com
drubino@kellyparkcapital.com
research@kellyparkcapital.com