CHANGING THE WAY
INVESTORS ACCESS ALTERNATIVES
EXPERIENCE THE MOST SOPHISTICATED PRIVATE INVESTMENT SOLUTION AVAILABLE
Due diligence and operational oversight minimize the potential for fraud and misappropriation
Tools to manage the risk exposure, performance characteristics and liquidity of your alternative investment portfolio
Construct portfolios or single fund allocations that meet your unique investment objectives
Reporting that revolutionizes how you view analyze your portfolio
CUSTOM-BUILT TOOLS, DESIGNED WITH
ADVISORS IN MIND
KPC enables advisors to tailor portfolios to meet the unique investment objectives of the individual investor or investor-groups who may have investment objectives in common.
For the wealth advisor and for the retirement account investor, Kelly Park Capital is fully integrated with most major custodians and other service partners. Additionally, Kelly Park Capital provides a cloud-based portal and an interactive interface to compare funds, manage exposures, and measure performance.
Our institutional-quality investment evaluation process focuses on both investment and operational risk factors. Our transparency provides clients additional comfort with their investments.
Our two-step process allows for account openings and multiple investment fundings with a single document, within 48 hours. Simply fill out a basic information form & our technology will map that information to a digital subscription agreement which is then automatically sent to the wealth advisor & then investor for signature.