Kelson Group

About Kelson Group

Our Philosophy

A strong reputation is built on core principles that define our culture; integrity, accountability and excellence have been at the center of Kelson since its inception. These tenants are shared convictions that we embody in our professional and personal demeanor.

Kelson Group employs a process driven approach to identify premier investment strategies and partnerships. We use both a qualitative and quantitative analysis to understand each prospective team. Prior to assignment, our diligence process includes multiple meetings, feedback from independent industry sources, performance record review and comparison, completion of a detailed questionnaire, and key personnel background checks.

 

Our History

Kelson is a boutique financial services firm and FINRA broker/dealer founded in 2010. The founding partnters had been working together since 2001. Kelson serves as an agent for top tier money managers. Kelson prides itself on integrity; reputation is paramount. Kelson operates on a transparent and fully disclosed basis. Our investors always come first. Attribution to our past and future success lies in the ability to identify teams that exhibit uncompromised integrity, possess talent, aligned interest with investors, nurture a competitive advantage and obsess about risk.
 

 

 

© Copyright   Kelson Group  |  230 Park Avenue, 33rd Floor  |  New York, NY 10169  |  212-616-0169

All securities transactions are offered through Kelson Capital LLC, Member of FINRA. Member of SIPC.